Because we are a fee-only fiduciary, our fees are based on a percentage of the assets we manage for you. We do not receive any compensation from any third parties, provide referrals to others for compensation, or pay others to refer clients to us. As a result, our success is directly tied to your success.
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The Milwaukee Company's current fee schedule is as follows for clients for whom we manage greater than $1,000,000 of assets:
The Milwaukee Company is a wealth management firm based in Thiensville, Wisconsin.
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We offer investment related services to individuals, trusts, investment entities, and charitable organizations. We also provide insights and advice on how to reduce income taxes on investment portfolios, as well as plans to successfully transfer wealth to family members and charitable organizations.