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
| $217,920,403 | 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 Manitowoc, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Manitowoc. 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.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersPublication 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.
Methodology
To generate our top financial advisors list in Manitowoc, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Manitowoc. 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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