Top financial advisors in Wisconsin Rapids, WI
We’ve curated a list of the best financial advisors in Wisconsin Rapids, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$32,245,703
Number of advisors
3 advisors
| $32,245,703 | 3 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 Wisconsin Rapids, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wisconsin Rapids. 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.
Buena Vista Investment Management LLC
Buena Vista Investment Management LLC is a registered investment adviser based in Wisconsin Rapids, WI, established in 1998. The firm specializes in providing investment advisory services to various clients, including individuals, high net worth individuals, trusts, estates, and corporate pension plans. Buena Vista operates under a fiduciary standard, always putting clients' interests first and fully disclosing any potential conflicts of interest. The firm offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon, including investment strategy, asset allocation, and regular portfolio monitoring. Clients have the option to grant discretionary authority to Buena Vista for selecting securities and executing transactions without prior permission. There is no minimum account value required to open an account with Buena Vista. The firm charges fees based on a percentage of the account value, with a minimum fee of $1,500. Clients have the flexibility to terminate the agreement within specific timeframes without penalty. Buena Vista does not participate in wrap fee programs and does not charge performance-based fees. The firm's investment strategies include a mix of equity securities, fixed-income investments, mutual funds, and ETFs. Clients receive ongoing account monitoring and regular reviews. Buena Vista does not compensate for client referrals and does not receive soft dollars from broker-dealers. The firm exercises investment discretion in selecting securities based on clients' stated objectives and guidelines. Clients receive monthly statements from the custodian holding their assets. Buena Vista Investment Management does not have any material disciplinary disclosures or financial commitments that impair its ability to meet client obligations.
$32,245,703 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
PORTION OF FEE CHARGED BY THIRD-PARTY MANAGER
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
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 Wisconsin Rapids, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wisconsin Rapids. 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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