Poehling Capital Management, Inc., a small investment advisory firm based out of Madison, WI, boasts a team of 5 dedicated professionals. With 4 of them providing top-notch investment advisory services, the firm maintains a commitment to excellence. On average, each investment advisor oversees approximately $85,030,000 in assets under management, a figure in line with industry standards.
With a wide-ranging compensation structure, Poehling Capital Management, Inc. offers flexibility to its discerning clients. Their compensation options include a percentage of assets under management, hourly charges, and fixed fees, ensuring that ...
See more
Loading...
Assets Under Mgmt
$338.09M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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.