WFA ASSET MANAGEMENT CORP
Whitefish Bay, Wisconsin
5.0
2 Reviews
WFA Asset Management Corp is a small investment advisory firm based out of Whitefish Bay, WI. With one office, the company operates with a team of seven dedicated professionals, three of whom specialize in providing investment advisory services. On average, each investment advisor manages approximately $104,400,000 in assets, which aligns with the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges. The firm manages a diverse portfolio, with around half of their assets under management coming from employer 401Ks or individuals. Their extensiv...
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Assets Under Mgmt

$313.19M

Investment Professionals

3

Locations

0

% 401K & Individual

45%

% Discretionary

95%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: TAX PREPARATION
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