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.

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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:

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    Don't Get Spammed
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    • May 3
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    Don't Get Spammed

    By: Laura Zakrajsheck Operations Manager, The Milwaukee Company Let’s face it, today’s world can be a scary place where a split second...
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    Coming Soon: More Business Filing Requirements
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    • May 3
    • 4 min

    Coming Soon: More Business Filing Requirements

    By: Maureen L. O'Leary President at O'Leary-Guth Law Office, S.C. The Corporate Transparency Act was enacted by Congress on January 1,...
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    firm@themilwaukeecompany.com

    Phone: (262) 238-6980

    Fax: (262) 238-6999

    414 N Main St, Thiensville, WI 53092, USA

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