Wipfli Financial Advisors

Financial Advisor in Outagamie County, WI

Firm Info
Address: 2901 E Enterprise Ave # 500, Appleton, WI 54913, USA
Phone: (920) 739-6500

Firm Size
Assets Under Management: $5 billion
# of Advisors: 66
# of Clients: 7,507
Client to Advisor Ratio: 114:1
Average Account Size: $663,301
# of Offices: 1

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

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

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

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Wipfli Financial Advisors, LLC Overview

Wipfli Financial Advisors, LLC is a prominent registered Investment Advisory firm providing investment advice for over two decades since its establishment in 1999. The company is headquartered in Milwaukee, WI, and operates on a fee-based arrangement. As an investment advice-only firm, Wipfli Financial Advisors offers a range of comprehensive financial planning services to individuals, small businesses, and institutional clients. The firm's portfolio management services cater both to businesses and institutional clients. Specialized portfolio management is offered to individuals seeking customized investment solutions. Wipfli Financial Advisors help clients in making informed investment decisions and create suitable portfolios aligned with their financial goals and objectives. Clients receive access to the firm's extensive market research and analytical tools to support informed investment decisions. Wipfli Financial Advisors, LLC assists clients in selecting from a range of advisors who can offer tailored financial and investment solutions. The team comprises of experienced financial professionals who help clients through investment planning, portfolio management, and more. Moreover, Wipfli Financial Advisors remains dedicated to its clients' financial needs and works to offer solutions that are ethical, qualified, and aligned with their goals. With its expertise in offering investment solutions, the firm has steadily established itself as one of the well-known Investment Advisory firms in the industry.

WIPFLI Financial Advisors, LLC serves a broad array of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. Additionally, they serve other types of clients that fit within their areas of expertise. Each client comes with unique financial needs and goals, which WIPFLI Financial Advisors, LLC addresses through a customized approach tailored to each client's specific situation. WIPFLI Financial Advisors, LLC provides multiple fee structures depending on the service provided. Some clients may be comfortable paying a fixed hourly rate based on the amount of work involved, while others may prefer to pay a percentage of assets under management (AUM). Fixed fees are ideal for clients who require substantial analysis, planning, and other services. In contrast, the percentage of AUM fee structure enables clients to optimize returns while avoiding excessive commissions and fees. WIPFLI Financial Advisors, LLC ensures that clients understand each fee structure and what it entails to make informed decisions about their financial planning.

Typical Clients, Fee Structures & Investment Minimum

According to WIPFLI FINANCIAL ADVISORS, LLC's Part 2 Brochure, the investment minimum varies depending on the type of account and the investment strategy selected. In their note about investment minimums, they state that for separately managed accounts, the minimum may range from $500,000 to $5,000,000, depending on the strategy selected. For other types of accounts, such as mutual fund accounts or tax-deferred accounts, they state that the minimum investment amount may be lower. However, they do not provide a specific minimum investment amount in their Part 2 Brochure. Therefore, it is recommended to contact the firm directly for more information on the specific investment minimum for a given account.

How This Office Can Help Outagamie County, WI Residents

Wipfli Financial Advisors is committed to providing sound and customized financial advice to clients in Outagamie County, WI. The financial advisors put their years of experience and expertise to work in helping clients develop a comprehensive financial plan aimed at achieving financial goals and objectives. Wipfli Financial Advisors offer services including investment management, retirement planning, estate planning, tax management, and financial planning. Outagamie County clients can benefit from these services in a variety of situations such as starting a business, planning for retirement, going through a divorce, changing jobs, or receiving an inheritance. The team at Wipfli Financial Advisors is passionate about helping their clients achieve financial stability and success in whatever financial situation they may face.

To view the Minimum Investment and Fee Schedule for Wipfli Financial Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Wipfli Financial Advisors, LLC

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 Wipfli Financial Advisors, LLC 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)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
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 2901 E Enterprise Ave # 500, Appleton, WI 54913, USA
Phone (920) 739-6500
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 10000 INNOVATION DRIVE, SUITE 250, MILWAUKEE, WI 53226, United States

This firm has no other locations.


Disciplinary History

Wipfli Financial Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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