Menu
Conceptual Financial Advisors, Llc
Appleton, Wisconsin
5.0
2 Reviews
Conceptual Financial Advisors, LLC is a highly regarded investment advisory firm headquartered in Appleton, WI. With a team of three dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Their exceptional track record is evident in their impressive average of $483,470,000 in assets under management per investment advisor, surpassing industry standards.
The firm's compensation structure is designed to align the interests of both advisors and clients. It includes various components, such as a percentage of assets under management, fixed fees, and performance-based f...see more
Assets Under Mgmt
$117.26M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Reviews for Conceptual Financial Advisors, Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.