Ethan Hausmann
Ethan Hausmann is a registered investment advisor at Kerberrose Wealth Management, LLC, based in Shawano, WI, with 4 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,785 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for amounts greater than $10,000,000. Tax planning and preparation services are included for clients with $1,000,000 or more in assets.
Fee Estimator
Location
115 E. 5th Street, Shawano, WI, 54166
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ethan is an author, publishing digital and print-on-demand books through Amazon Kindle Direct Publishing since 2014. He is also a licensed life and health insurance agent.
Employment History
Current Registrations
Kerberrose Wealth Management, LLC
State Registrations1 state
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