| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
555 East Wells Street, Suite 1900, Milwaukee, WI, 53202
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Learn about disclosures →Adam works full-time as a Managed Account Group Trade Specialist and dual employee of Johnson Bank and Johnson Wealth Inc. He is involved in wealth management, trust services, banking, and loans.