Top financial advisors in Manitowoc, WI
We've curated a list of the best financial advisors in Manitowoc, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $217,920,403 Number of advisors 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.
Get matched with an advisorMethodology
To find the top financial advisors in Manitowoc, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Access Investment Advisors Inc
Access Investment Advisors, Inc. is a registered investment adviser founded in 1995 by William R. Casey. The firm specializes in providing financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. They offer financial planning, investment advice, and ongoing investment management services, including project-based consultation and limited engagement services. Access is a fee-only firm, receiving compensation solely from clients and not affiliated with entities selling financial products. Clients have the option to engage in financial planning on a project-based or ongoing basis, with periodic reviews to monitor progress. The firm may manage both discretionary and non-discretionary assets, with discretionary assets totaling $204,434,782 as of February 8, 2023. Fees for financial planning range from $1,500 to $3,000, while asset management fees are tiered based on assets under management. Access utilizes fundamental analysis for security selection and strategic asset allocation for investment strategies. The firm does not charge performance-based fees and provides services to individuals, corporations, profit-sharing plans, trusts, and estates. Clients have investment discretion options for managed, supervised, and monitored accounts. Access does not participate in wrap fee programs and recommends Charles Schwab & Co. as a custodian for client accounts. Clients receive quarterly reports and have access to a secure internet site for account information. The firm's employees have no disciplinary history, and they act as fiduciaries, placing clients' interests above their own.
$217,920,403 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
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.
Get matched with an advisorMethodology
To find the top financial advisors in Manitowoc, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Wisconsin
AltoonaAppletonBrookfieldDelafieldDe PereEau ClaireElm GroveGreen BayGreenfieldJanesvilleLa CrosseLake GenevaMadisonMenomonee FallsMequonMiddletonMilwaukeeNeenahOshkoshPewaukeeSister BayStevens PointSun PrairieWaukeshaWaunakeeWausauWauwatosaWest BendWhitefish BayWisconsin RapidsIt's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.