Top financial advisors in West Bend, WI
We’ve curated a list of the best financial advisors in West Bend, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$128,200,000
Number of advisors
15 advisors
| $128,200,000 | 15 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 West Bend, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Bend. 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.
Client First Investment Management LLC
Client First Investment Management LLC is a registered investment adviser based in West Bend, Wisconsin, established in December 2015. The firm offers consulting and investment management services to various clients and is owned by Rock Point Partners LLC. Client First provides discretionary portfolio management services through a wrap-fee program, aiming for capital growth in equity market uptrends and preservation in downtrends. Clients grant discretionary authority for account management, with fees based on a tiered schedule ranging from 1.5625% to 2.50% annually. Fees are payable quarterly and deducted directly from client accounts. The firm may combine family members' account values to determine applicable fees. Client assets under management total $184,382,938 as of December 31, 2024. Client First utilizes charting, technical, fundamental, and cyclical analysis for investment strategies, tailoring advice based on client needs and risk tolerance. The firm does not accept performance-based fees, and clients have access to a range of securities without a minimum investment requirement. Client First does not vote proxies for client accounts and maintains a Code of Ethics to uphold fiduciary duties. The firm's owners are also affiliated with other financial entities, providing insurance and tax services.
$128,200,000 under management
15 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 BusinessesConsulting Services, Asset Allocation And Investment Selection To Plan Participants
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 West Bend, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Bend. 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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