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Cushing Capital Partners, Llc
Delafield, Wisconsin
5.0
1 Review
Cushing Capital Partners, LLC is a respected and client-focused investment advisory firm based in Delafield, WI. With a single office location, they cater to a diverse clientele seeking personalized financial solutions. Cushing Capital Partners, LLC boasts a substantial client base of over 120 individuals, entrusting the firm with a total of more than $186,806,000 in assets under management.
Specializing in serving high-net-worth individuals, the firm successfully manages a majority of assets for this demographic. Although 401K and individual accounts account for less than 30% of their assets under management, Cushing Capital Par...see more
Assets Under Mgmt
$186.81M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Cushing Capital Partners, Llc
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