808 Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,100,129
Total clients
8
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$762,516
About
808 Investments is an independent, fee-only registered investment adviser that provides discretionary wealth management and comprehensive financial planning to individuals and high‑net‑worth households. The firm delivers ongoing investment oversight alongside planning work that can include business planning, retirement and college planning, insurance and estate planning, and employee benefits optimization.
The firm develops a written Investment Policy Statement for each client and uses both fundamental and charting analysis while employing a mix of passive and active strategies focused on asset allocation and tax considerations. Portfolios may include stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents, and clients may impose reasonable, written investment restrictions.
Unlike many peers, 808 does not accept non‑high‑net‑worth individual clients, concentrating its services on high‑net‑worth households and related business owners; it operates as a small, recently formed solo practice with a limited client roster. The firm also emphasizes coordination with outside professionals (e.g., attorneys and accountants) and will, at times, participate in client meetings with those advisors at no additional charge.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Fee-only: Initial financial planning fee up to $3,000; ongoing fixed fees $200 to $500 per month
Main office location
808 Investments
Ellsworth WI, United States
Number of offices
1
Most active in
808 Investments has reported serving >5 clients in these states in the last 12 months.
Minnesota · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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