Financial Solutions, Llc
Waukesha, Wisconsin
4.0
4 Reviews
Financial Solutions, LLC is a prominent investment advisory firm headquartered in Waukesha, WI, with three strategically located offices. With a team of 12 dedicated professionals, half of whom specialize in investment advisory services, the firm delivers exceptional financial solutions to its clients. Renowned for their expertise, the investment advisors at Financial Solutions, LLC manage an impressive average of $142,070,000 in assets per advisor, surpassing the industry norm. The firm offers a diverse compensation structure, tailoring their fees to meet individual client needs. These options include a percentage of assets unde...
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Assets Under Mgmt

$852.41M

Investment Professionals

6

Locations

2

% 401K & Individual

19%

% Discretionary

75%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
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