Associated Investment Services

Financial Advisor in Manitowoc, WI

Firm Info
Address: 1121 Franklin St, Manitowoc, WI 54220, USA
Phone: (920) 320-8100

Firm Size
Assets Under Management: $1 billion
# of Advisors: 27
# of Clients: 4,853
Client to Advisor Ratio: 180:1
Average Account Size: $207,442
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Associated Investment Services, Inc. Overview

ASSOCIATED INVESTMENT SERVICES, INC. is a registered investment advisory firm based in Green Bay, WI. Founded in 2010, the firm has been providing expert investment advice to individuals and small businesses for over a decade. They offer a fee-based fee arrangement, which means their clients are charged a percentage of their assets under management for their services. As a broker-dealer and insurance broker/agent, ASSOCIATED INVESTMENT SERVICES, INC. is uniquely positioned to provide their clients with holistic financial planning advice that covers all aspects of their financial lives. Their services include portfolio management, selection of other advisors, as well as the MUTUAL FUND WRAP service. Their team of financial advisors works with clients to develop personalized investment strategies that align with their long-term goals and objectives. They are dedicated to providing personalized support and advice to every client and helping them to achieve financial security and success. Overall, ASSOCIATED INVESTMENT SERVICES, INC. is an excellent choice for those seeking comprehensive and trusted investment advice.

(Assets Under Management) hourly rate flat fee performance-based fee ASSOCIATED INVESTMENT SERVICES, INC. serves a wide range of clients with diverse financial goals. Their services cater to individuals, high net worth individuals, charitable organizations, state or municipal government entities, and various other corporation types not listed. Each client’s unique situation is carefully evaluated to determine the most effective financial approach. Whether setting up an IRA account or guiding a corporation through an extensive investment plan, ASSOCIATED INVESTMENT SERVICES, INC. is well-equipped to handle the complexities of any financial situation. The fee structures at ASSOCIATED INVESTMENT SERVICES, INC. are designed to be flexible and transparent, set up to meet the individual needs of each client. Depending on the service provided, clients can expect a percentage of AUM (Assets Under Management) charge, hourly rate, flat fee, or performance-based fee. These fees are carefully explained before any services are provided, ensuring that the client fully understands the financial commitment required. ASSOCIATED INVESTMENT SERVICES, INC. is committed to providing clear and concise financial structures, helping clients achieve their goals while remaining fully knowledgeable about the associated costs.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Associated Investment Services, Inc. varies depending on the program. According to their Part 2 Brochure note about investment minimums, the investment minimums are as follows: $50,000 for the ASAP Program, Russell Strategist, Vanguard Core Strategist, Wilshire Strategist, American Funds PMC Active Core, SIGMA, and PMC Strategic ETF Portfolio; $100,000 for Innealta Dynamic ETF Portfolios; $100,000 to $500,000 for Envestnet SMA; $200,000, $500,000, or $1,000,000 for PMC LEM Program based on the tier selected; and $50,000 for the BlackRock Model and Pimco Model.

How This Office Can Help Manitowoc, WI Residents

Associated Investment Services aims to assist clients in Manitowoc, WI, by providing comprehensive financial planning services. They offer various investment and insurance products and services, such as retirement planning, wealth accumulation, estate planning, and risk management. Associated Investment Services understand that people living in Manitowoc may have different financial situations and needs. For instance, some may be struggling with debt, while others may need to invest for their children's future education. Hence, their team of experienced financial advisors is equipped to provide personalized solutions and strategies that are tailored to meet specific financial goals. Additionally, Manitowoc, WI, has a diverse economy, with several industries, including manufacturing, healthcare, tourism, and agriculture. Therefore, Associated Investment Services can help individuals in Manitowoc navigate the complexities of the local economy and the global markets, and capitalize on investment opportunities for growth and financial security. Ultimately, the goal of Associated Investment Services is to help its clients in Manitowoc, WI, achieve financial independence and peace of mind.

To view the Minimum Investment and Fee Schedule for Associated Investment Services, Inc., visit their Part 2 Brochure.

Services Offered by Associated Investment Services, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Associated Investment Services, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1121 Franklin St, Manitowoc, WI 54220, USA
Phone (920) 320-8100
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 433 MAIN STREET, GREEN BAY, WI 54301-5114, United States

This firm has no other locations.

State Registrations

Associated Investment Services, Inc. is registered to service clients in the following states:

  • Arizona
  • California
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Louisiana
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • Nevada
  • Ohio
  • South Carolina
  • Texas
  • Wisconsin

Disciplinary History

Associated Investment Services, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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