SHAKESPEARE WEALTH MANAGEMENT, LLC - Financial Advisor in Wisconsin, Pewaukee

Tel: 262-814-1600 N22 W27847 Edgewater Drive Suite 101 Pewaukee, Wisconsin 53072

About SHAKESPEARE WEALTH MANAGEMENT, LLC

SHAKESPEARE WEALTH MANAGEMENT, LLC is a Pewaukee, Wisconsin based financial advisory firm with nearly $440,165,589 in assets under management and provides investment advisory services for 1210 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

111950

Firm SEC#:

801-92171

Assets Under Management:

$440,165,589

No. of Clients:

1210

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

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Top Financial Advisory Firms in Wisconsin, Pewaukee

FirmCRD#:157900

SEC#:801-127572

No. of Advisors:4

No. of Clients:792

AUM:$279,072,572

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

FORTRESS PLANNING GROUP

157900

801-127572

792

$279,072,572

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