Uncommon Cents Investing

Uncommon Cents Investing, LLC is a Registered Investment Adviser specializing in investment advisory services for individuals, high net worth individuals, employee sponsored retirement plans, trusts, and estates. The firm was established in September 2017 and is located in Janesville, Wisconsin. Uncommon Cents Investing manages advisory accounts on a discretionary basis, primarily allocating client assets among mutual funds, ETFs, equities, and debt securities based on client objectives. Clients have the ability to place restrictions on investments, but the firm retains the right to decline agreements that conflict with its strategies. The firm requires a minimum initial household account value of $250,000 for advisory and financial planning services. Fees are based on a percentage of assets under management, with a maximum advisory fee of 1.20%. Uncommon Cents Investing does not charge performance-based fees or engage in side-by-side management. The firm does not accept or pay fees for referrals and does not vote proxies on behalf of clients. Clients are responsible for voting proxies and handling class action suits related to their investments. Uncommon Cents Investing does not have custody of client assets but uses Charles Schwab & Co., Inc. as the qualified custodian. The firm has established procedures to ensure client funds and securities are held separately at the custodian.