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:

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- May 29, 2020
- 1 min read

Market Review: 5/29/20

Updated: Jul 16, 2020

By Steven Doll, Portfolio Strategist

The Market Week in Review for the week ending May 29, 2020.

The U.S. stock market rose roughly 3.0% for the week ending May 29th, despite poor economic data, as investors look ahead in hopes of a promising COVID-19 vaccine and an economic recovery. Interest rates were little changed on the week with both the 10-year treasury yield and 2-year treasury yield dropping 0.01% to 0.65% and 0.16%, respectively. The price of gold was little changed on the week, falling roughly 0.2% to $1,745 an ounce. Meanwhile the price of crude oil continues to climb out of a deep hole, rising nearly 3.0% on the week and roughly 62% since its low in mid-April, but is still down over 42% so far this year.

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