Advisor at Interactive Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Interactive Financial Advisors
Location
Green Lake, WI
Credentials
Series 65
Industry experience
8 years
Fixed fees for financial planning services ranging generally from $48 to $7,500, negotiable depending on scope and complexity
$0 - $24,999: 0.95% - 2.45% (Non 403b accounts, Invest With Trust service) $25,000 - $49,999: 0.90% - 2.40% (Non 403b accounts, Invest With Trust service) $50,000 - $249,999: 0.80% - 2.30% (Non 403b accounts, Invest With Trust service) $250,000 - $499,999: 0.71% - 1.91% (Non 403b accounts, Invest With Trust service) $500,000 - $999,999: 0.62% - 1.82% (Non 403b accounts, Invest With Trust service) $1,000,000+: 0.50% - 1.70% (Non 403b accounts, Invest With Trust service) $0 - $24,999: 1.02% - 2.52% (403b accounts, Invest With Trust service) $25,000 - $49,999: 0.97% - 2.47% (403b accounts, Invest With Trust service) $50,000 - $249,999: 0.87% - 2.37% (403b accounts, Invest With Trust service) $250,000 - $499,999: 0.72% - 1.92% (403b accounts, Invest With Trust service) $500,000 - $999,999: 0.57% - 1.77% (403b accounts, Invest With Trust service) $1,000,000+: 0.42% - 1.62% (403b accounts, Invest With Trust service) $1,000 - $24,999: 1.35% (Legacy service) $25,000 - $49,999: 1.30% (Legacy service) $50,000 - $249,999: 1.25% (Legacy service) $250,000 - $499,999: 1.21% (Legacy service) $500,000+: 1.00% (Legacy service)
Some Investment Adviser Representatives (IARs) are also registered representatives and may earn commissions and 12b-1 fees through securities broker-dealer activities; insurance commissions may also be earned by some IARs
$100 to $400 per hour for modular financial planning or general consulting services
Account minimum: $1,000 minimum, with some strategies requiring $2,000 to $25,000 minimum Minimum fee: Account service fees: $10 per quarter for accounts $24,999.99 and under; $18.75 per quarter for accounts $25,000 or more (Invest With Trust service); $12.50 per quarter for Legacy service accounts Fee-only: Portfolio management fees based on percentage of assets under management; fixed fees for financial planning ($48 to $7,500); hourly fees for consulting ($100 to $400 per hour)
Branshaw Financial
2021 - Present (5 years)
Interactive Financial Advisors
2017 - Present (9 years)
Unemployed
2017 - 2017 (1 year)
CVS Health
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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