Bleidorn Tax & Investment Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,000,000
Clients
47
11% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$170,213
About
Bleidorn Tax & Investment Services provides investment management and tax and financial consulting to individual clients, offering ongoing discretionary portfolio management alongside hourly financial and tax advice. The firm manages approximately $8 million in client assets across a small base of individual households.
The firm works with clients to develop a written risk profile and investment policy statement that guides an agreed asset allocation, then implements and reviews portfolios on a discretionary basis using equities, fixed income, mutual funds, options, and cash equivalents. Analysis combines company-specific fundamental and technical research, macro and microeconomic inputs, and cost comparisons, with periodic reviews triggered by market conditions or changes in client circumstances.
As a CPA practice that combines tax consulting and investment advisory services, the firm integrates tax planning and a reasonable amount of tax-return preparation into its ongoing management offering—an arrangement that is uncommon among independent RIAs. The firm also provides investor education through presentations or workshops and offers ancillary services such as coin-collection appraisals, reflecting a blend of accounting and specialty capabilities not typical for firms of this size.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
General tax planning
Fee options
Flat rate estimate based on $300 per hour for specific financial planning, tax, or investment consulting services
$500,000 - $2,000,000: 1.60% $2,000,000 - $4,000,000: 1.40% $4,000,000 - $6,000,000: 1.20% $6,000,000+: Negotiable based on complexity
Standard rate of $300.00 per hour for consulting engagements
Account minimum: $500,000 household account size Fee-only: Flat rate of $300.00 per hour for hourly Investment, Tax, or Financial Planning services
Main office location
Bleidorn Tax & Investment Services, LLC
Milwaukee WI, United States
Number of offices
1
Most active in
Bleidorn Tax & Investment Services, LLC has reported serving >5 clients in these states in the last 12 months.
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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