The Appleton Group, LLC

The Appleton Group, LLC is an independent Registered Investment Advisor (RIA) established in December 2003, offering wealth management services to various clients, including private clients, employer-sponsored plans, and non-profit endowments. The firm specializes in providing investment advisory and management services, focusing on risk-managed, risk-accepting, and hybrid strategies. They primarily offer Separately Managed Accounts, with a minimum investment amount of $200,000 for individual accounts and $1,000,000 for Employer Sponsored Qualified Retirement Plans. The firm operates as a fiduciary, acting in the best interests of clients. Fees are structured based on managed assets, with annual advisory fees ranging from 0.30% to 1.00% depending on the account size. The investment strategies offered include Risk-Accepting, Risk-Managed, and Hybrid portfolios, each designed to address specific client needs and risk tolerance levels. The team at The Appleton Group includes experienced professionals like Mark C. Scheffler, the Chief Executive Officer, Senior Portfolio Manager Peter A. Mutschler, and Private Client Advisors Wendy M. Hoeft, Grace Anderson, and Samantha Kolb. The firm emphasizes client privacy and data security, maintaining strict confidentiality standards and implementing robust cybersecurity measures.