Fee-Only Financial Advisor
Our wealth management services are fee based only, no sales commissions. This allows us to focus on investments that fit your specific needs, rather than selling you a financial product like other national investment advisors.
We believe in transparency and believe that you should know exactly what fees we charge for services.
| Account Balance | Annual Fee Percentage |
|---|---|
| $0 - $100,000 | 2% |
| $100,001 - $500,000 | 1.5% |
| $500,001 - $1,000,000 | 1% |
| More than $1,000,001 | .75% |
INVESTMENT PHILOSOPHY
Every person has unique investment needs, therefore, your portfolio will be specifically designed to meet your needs. We're not going to lump you into a pre-defined investment category based on your age or any other characteristic. However, we do have a core investment philosophy that we follow and firmly believe in.
Long-term approach: We always take a long-term approach when building a portfolio for you. The financial markets fluctuate on a day-to-day basis and trying to time that market is not a successful strategy. We're here to help you grow your wealth to reach your long-term retirement goals and that is the outlook that we take in selecting investments for you.
- Diversified Portfolio: It's impossible to remove all the risk in your investment portfolio, however, risk can be significantly reduced by properly allocating among a mix of different asset classes and market segments.
- Hands-on Approach: Although a long-term approach is used in building your portfolio, the market does change, because of this your portfolio will be frequently reviewed and rebalanced to make sure it stays within our targeted investment range.
- Your Involvement: In order to be successful, we believe that your involvement throughout the entire investment process is critical. This starts with the original Risk Quiz throughout every review with you. We want you to understand what you're invested in and why you're invested the way you are. In addition, we will develop realistic expectations so you always know what to expect and are never surprised with your investment performance when you look at your statement.
For further details on our firm, please review our Form ADV Part II which is maintained with the Securities and Exchange Commission. We are excited for the opportunity to be able to provide these financial services throughout Wisconsin and help our clients look forward to retirement!