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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...see more
Assets Under Mgmt
$298.34M
Investment Professionals
7
Locations
0
% 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
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Reviews for Kerntke Otto Mcglone Wealth Management Group
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