KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP
Appleton, Wisconsin
3.7
3 Reviews
Kerntke Otto Mcglone Wealth Management Group, a reputable investment advisory firm, is headquartered in Appleton, WI, serving a diverse clientele of over 510 individual clients. With an impressive $298,343,000 in assets under management, this local firm has established itself as a trusted partner in wealth management. Their expertise lies in managing both employer 401Ks and individual portfolios, making them well-versed in this particular area of the market. Boasting a discretionary management approach, Kerntke Otto Mcglone Wealth Management Group handles a remarkable 99% of the assets they manage. Their compensation structure is...
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Assets Under Mgmt

$298.34M

Investment Professionals

7

Locations

0

% 401K & Individual

52%

% Discretionary

99%
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
Portfolio management for businesses or institutional clients
Selection of other advisers
Publication of periodicals or newsletters
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