Top financial advisors in Menomonee Falls, WI
We’ve curated a list of the best financial advisors in Menomonee Falls, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$343,984,120
Number of advisors
7 advisors
| $343,984,120 | 7 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 Menomonee Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Menomonee Falls. 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.
Morgan Dempsey Capital Management LLC
Morgan Dempsey Capital Management, LLC is an investment adviser specializing in equity investing strategies with a value discipline and fundamental research approach. Established in December 1994, the firm offers Large Cap Value, Enhanced Income, and Micro Cap equity investment strategies. The minimum account size for Large Cap Value and Micro Cap strategies is $100,000, while for Enhanced Income, it is $400,000. Clients may grant investment discretion to Morgan Dempsey, allowing the firm to make investment decisions without specific consent for each trade. The fee structure includes a 0.50% annual percentage rate based on the market value of assets managed, with negotiable fees for substantial accounts. The firm does not charge performance-based fees and does not engage in IPOs or "hot issues." Morgan Dempsey does not guarantee investment results and holds client investments at custodian or brokerage firms. The firm also participates in Unified Managed Account programs and provides Wealth Management services for clients meeting the SEC's definition of a "Qualified Purchaser." Additionally, Morgan Dempsey acts as a sub-advisor to the Morgan Dempsey Large Cap Value ETF, offering investment sub-advisory services to registered investment companies. The firm's investment strategies aim to provide optimal return potential and low volatility within the prevailing economic landscape. Clients receive quarterly reports and can schedule formal meetings as desired. Morgan Dempsey does not take physical custody of client funds and does not have financial conditions impairing its ability to meet client commitments.
$343,984,120 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersProvide Model Portfolio Recommendations To Uma Programs
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 Menomonee Falls, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Menomonee Falls. 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.
Your first meeting is free.