Top financial advisors in Neenah, WI
We’ve curated a list of the best financial advisors in Neenah, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,300,514,685
Number of advisors
18 advisors
| $2,300,514,685 | 18 advisors | |
| 2 |
Assets under management
$1,186,562,593
Number of advisors
13 advisors
| $1,186,562,593 | 13 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 Neenah, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Neenah. 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.
North Star Asset Management Inc
North Star Asset Management, Inc. is an independent investment advisory firm founded in June 1996, based in Neenah, Wisconsin. The firm specializes in providing strong investment results and personalized service at a reasonable cost. They are registered with the Securities & Exchange Commission and offer ongoing investment advice on a discretionary/non-discretionary basis to individual and institutional clients. Managed assets totaled $2.7 billion on a discretionary basis and $12.9 million on a non-discretionary basis as of December 31, 2021. The firm's fee structure is based on a percentage of assets under management, with fees generally subject to an annual minimum. NSAM offers advice on various types of investments, including stocks, bonds, mutual funds, and more. The firm's investment strategies focus on long-term investing, with low portfolio turnover and a disciplined approach to selecting consistent growth companies. NSAM's team of investment professionals utilizes fundamental analysis and proprietary valuation models to customize portfolios for clients. The firm's employees hold various professional certifications, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Certified Public Accountant (CPA). The Chief Compliance Officer is Karen M. Jochman, IAACP sm. The firm has no disciplinary history and operates with high ethical standards and transparency.
$2,300,514,685 under management
18 advisors
Fee structure
A percentage of assets under your management
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)Schaper Benz & Wise Investment Counsel Inc
Schaper Benz & Wise Investment Counsel Inc is a financial advisory firm based in Neenah, Wisconsin. It currently has approximately $1,186,562,593 of assets under management and employs about 13 people. Schaper Benz & Wise Investment Counsel Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$1,186,562,593 under management
13 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)Family Wealth Counseling
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 Neenah, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Neenah. 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.