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...