Operose Advisors LLC

Operose Advisors LLC is an SEC-registered investment adviser founded in 2017 and based in Wisconsin. The firm provides discretionary advisory services to individuals, including high net worth individuals, families, trusts, and retirement accounts. Operose Advisors offers investment policy statement development, asset class assessment, third-party manager selection, portfolio construction, and performance reporting. The firm primarily allocates client assets among mutual funds, ETFs, and alternative investment vehicles. Operose Advisors also serves as a general partner to private funds, Operose Capital Funds, which invest in alternative investments. The minimum initial investment for advisory accounts is $300,000, which may be waived at the firm's discretion. The fee structure ranges from 10-95 basis points based on assets under management. The firm does not charge performance-based fees but may recommend alternative investments that do. Operose Advisors does not exercise proxy voting authority over client investments and does not engage in traditional soft dollar arrangements. The firm has custody over client funds due to various factors, including its ability to deduct management fees directly from client accounts. Operose Advisors has policies and procedures in place to ensure compliance with regulations and to mitigate conflicts of interest. For more information, clients can contact the firm at (414) 209-3280 or visit www.operoseadvisors.com.