How firms in Wisconsin charge for their services, based on Form ADV disclosures.
Percentage of AUM252 firms · 42%
Subscription fees152 firms · 26%
Hourly charges122 firms · 21%
Performance-based fees24 firms · 4%
Other: NO LONGER PROVDING INVESTMENT ADVISORY SERVICES2 firms · 0%
Other: REFERRAL FEES2 firms · 0%
Other: FEES ARE BASED ON UNDERLYING CLIENT ASSETS UNDER ADVISEMENT1 firms · 0%
Other: FINANCIAL PLANNING1 firms · 0%
Other: FIN.ED SEMINARS/WORKSHOPS AND RADIO PROGRAM1 firms · 0%
Other: HARD DOLLAR PAYMENTS FOR RESEARCH1 firms · 0%
Other: HOURLY CHARGES--FINANCIAL PLANNING--INFREQUENT1 firms · 0%
Other: LICENSE FEES1 firms · 0%
Other: LICENSE FEES BASED ON PERCENTAGE OF ASSETS IN INVESTMENT MODELS1 firms · 0%
Other: MINIMUM ANNUAL FEE1 firms · 0%
Other: MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.1 firms · 0%
Other: BY PLAN PARTICIPANT FLAT FEES1 firms · 0%
Other: PERCENTAGE OF NET WORTH & INCOME1 firms · 0%
Other: PRE-AUTHORIZED EXPENSE REIMBUSEMENT AND RETAINER1 firms · 0%
Other: PROJECT FEES1 firms · 0%
Other: CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS1 firms · 0%
Other: SELECTION OF OTHER ADVISERS1 firms · 0%
Other: SOLICITOR FEES FROM OTHER REGISTERED INVESTMENT ADVISORS1 firms · 0%
Other: TECHNOLOGY PLATFORM FEE $12.50 PER QUARTER1 firms · 0%
Other: THIRD-PARTY REFERRAL FEES1 firms · 0%
Other: TRUST ADMINISTRATION FEES1 firms · 0%
Other: A PORTION OF FEES PAID TO 3RD PARTY ADVISORS1 firms · 0%
Other: A PERCENTAGE OF AUM FROM PERSONS RECEIVING MODEL PORTFOLIOS1 firms · 0%
Other: FEE FROM AFFILIATES.1 firms · 0%