Management Fee
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.
The Milwaukee Company's current fee schedule is as follows for clients for whom we manage greater than $1,000,000 of assets:
Our Support Stack
The wide range of advice and services required to manage wealth in today’s complex world requires a team approach for advice. To address this need, we collaborate with Willms-O’Leary, S.C. to offer a wide range of services to our mutual clients. We refer to this collaboration as our Support Stack.
Charitable Giving
Trustee Services
Succession Planning
Legacy
Tax
Accounting
Tax Returns
Tax Planning
Estate Planning
Elder Law
Trust Administration
Probate
Marital Agreements
Business Law
Real Estate Transactions
Legal
Financial
Portfolio Management
Cash Flow Management
Budgeting
Retirement Planning
Banking
Education Funding
Insurance Advice
Fees charged by and paid to The Milwaukee Company for investment advisory services are separate and distinct from the fees and expenses charged by Willms-O’Leary, S.C. for legal services.
