Advisor at Life's Sanctuary Financial Planning, LLC
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Firm
Life's Sanctuary Financial Planning, LLC
Location
Kenosha, WI
Credentials
Series 65
Industry experience
5 years
William Kaufmann is a financial advisor at Life's Sanctuary Financial Planning, LLC in Kenosha, WI, holding a Series 65 credential with five years of industry experience. Prior to founding his firm, he worked at Genentech, Inc. for 16 years and served as a Senior Oncology Sales Specialist at Eisai, Inc. outside of his advisory role. Life’s Sanctuary Financial Planning is a registered investment adviser serving individuals, high-net-worth clients, and small businesses. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios primarily composed of equities, mutual funds, ETFs, REITs, limited partnerships, bonds, and occasionally options, with a focus on discretionary management.
Based on Life's Sanctuary Financial Planning, LLC
$100,000 - $249,999: 1.75% per annum $250,000 - $499,999: 1.50% per annum $500,000 - $749,999: 1.25% per annum $750,000 - $999,999: 1.00% per annum $1,000,000 - $1,999,999: 0.75% per annum $2,000,000+: 0.50-0.75% per annum, negotiated
Account minimum: $100,000
Kenosha, WI
Wisconsin
Eisai, Inc
2021 - 2025 (4 years)
Life's Sanctuary Financial Planning, LLC
2020 - Present (6 years)
Genentech, Inc
2004 - 2020 (16 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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