Shakespeare Wealth Management, LLC

Shakespeare Wealth Management, LLC is a Wisconsin-based financial advisory firm established in 1999. The firm offers portfolio management services, financial planning, and consulting services tailored to individual client needs. Clients have the option to provide investment restrictions and receive ongoing portfolio monitoring and rebalancing. The firm primarily uses model portfolios to manage client assets, with a focus on diversification, asset allocation, and long-term investment strategies. For portfolio management services, Shakespeare charges an asset-based fee ranging from 0.5% to 1.5% based on the value of managed assets. The firm may waive the minimum asset requirement of $1,000,000 in certain circumstances. Clients have the option to authorize fee deductions directly from their accounts or be billed separately. Shakespeare does not engage in performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm has custody of client assets for fee deduction purposes and may exercise limited power of attorney for trading activities with client authorization. Clients receive quarterly performance reports and account statements directly from the custodian. Shakespeare does not engage in soft dollar arrangements or receive economic benefits for client referrals. The firm does not have any financial conditions that would impair its ability to meet client commitments.