Andrew Polzin is a CFP-designated registered investment advisor at Behl Wealth Management, based in Delafield, WI, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 59 clients with $48M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Minimum annual fee of $4,000. Fees and minimums are negotiable.
Fee Estimator
Contact
Andrew Polzin
Location
524 Milwaukee St, Suite 325, Delafield, WI, 53018
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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 →Employment History
Current Registrations
Behl Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Andrew strives to understand the uniqueness, varying backgrounds, and experiences of all clients. As a continuing learner of the financial planning and advising industry, he takes pride in understanding and providing clarity to clients' financial needs and goals.