Top financial advisors in Lake Geneva, WI
We’ve curated a list of the best financial advisors in Lake Geneva, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$290,354,601
Number of advisors
8 advisors
| $290,354,601 | 8 advisors | |
| 2 |
Assets under management
$180,144,685
Number of advisors
4 advisors
| $180,144,685 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lake Geneva, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake Geneva. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Geneva Partners, LLC
Geneva Partners, LLC is an SEC-registered investment adviser established in 2010, located in Wisconsin. The firm, led by Managing Member Steven Schwefel, offers Investment Supervisory Services (ISS) and Individual Portfolio Management. They manage client accounts on a discretionary basis, tailoring investment strategies to individual needs, goals, and risk tolerance. Geneva Partners handles a total of $387,318,871 in managed assets as of December 31, 2024, with a minimum initial investment requirement of $100,000 for ISS. Fees for ISS are charged quarterly as a percentage of assets under management, ranging from 1.50% to negotiable for assets over $10,000,000. The firm retains the discretion to negotiate fees based on client circumstances. Geneva Partners acts as a fiduciary for ERISA accounts, ensuring no conflicts of interest regarding compensation. The firm employs fundamental and technical analysis for investment decisions, focusing on long-term and short-term strategies. Clients have full control over their accounts, with Geneva Partners not voting on client securities or handling proxy voting. The firm does not charge performance-based fees and has no disciplinary events to disclose. Clients receive regular account reviews and reports, with transparency on fees and compensation structures.
$290,354,601 under management
8 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Voyager Capital Management, LLC
Voyager Capital Management, LLC is a financial advisory firm based in Lake Geneva, Wisconsin. It currently has approximately $180,144,685 of assets under management and employs about 4 people. Voyager Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$180,144,685 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersWealth Management
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lake Geneva, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lake Geneva. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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