Shakespeare Wealth Management, LLC

Financial Advisor in Pewaukee, WI

Firm Info
Address: N22 W27847, Edgewater Dr Suite 101, Pewaukee, WI 53072, USA
Phone: (262) 814-1600

Firm Size
Assets Under Management: $387.6 million
# of Advisors: 5
# of Clients: 1,121
Client to Advisor Ratio: 224:1
Average Account Size: $345,764
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

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

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

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Shakespeare Wealth Management, LLC Overview

Shakespeare Wealth Management, Inc. is a fee-only registered investment advisory firm that has been in business since 2015. Their headquarters is located in Pewaukee, WI, where they offer investment advice exclusively to their clients. This type of firm is different from other financial advisory firms that receive commissions on the investment products they sell to clients, as Shakespeare Wealth Management only charges fees for their services. The firm offers a range of services, including financial planning and portfolio management for both individuals and small businesses. They also provide portfolio management solutions for larger businesses and institutional clients. Additionally, Shakespeare Wealth Management publishes periodicals or newsletters to keep clients informed about the latest trends and happenings in the financial industry. In addition to their services, Shakespeare Wealth Management also provides educational seminars and workshops to its clients. This shows a dedication to ensuring clients are equipped with the knowledge and tools they need to make informed financial decisions. Overall, with a focus on fee-only investment advice and a comprehensive range of services, Shakespeare Wealth Management is a reliable choice for those looking for high-quality financial advice.

SHAKESPEARE WEALTH MANAGEMENT, INC. caters to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. They understand that each client comes with their own unique goals, objectives, and needs, and tailor their services to specifically meet those requirements. With decades of experience in the industry, SHAKESPEARE WEALTH MANAGEMENT, INC. has the expertise to guide their clients in navigating complex financial markets and achieving their financial aspirations. SHAKESPEARE WEALTH MANAGEMENT, INC. offers its clients a choice between two different fee structures, depending on the service provided. They offer a percentage of assets under management (AUM) fee structure, which is calculated as a percentage of the total amount of assets that they manage on behalf of their clients. The other option is a fixed fee structure, which involves a set fee for specific services such as financial planning or investment management. This flexibility in fee structures ensures that clients can choose the payment method that best suits their needs and budget. SHAKESPEARE WEALTH MANAGEMENT, INC. prides itself on offering transparent and competitive pricing, allowing clients to make informed decisions about their financial futures.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for portfolio management services offered by Shakespeare Wealth Management, Inc. is $1,000,000 of assets under management. This is noted in their Part 2 Brochure which states that "a minimum of $1,000,000 of assets under management is required for portfolio management services." However, the brochure also mentions that Shakespeare may choose to waive this minimum at its discretion.

How This Office Can Help Pewaukee, WI Residents

Shakespeare Wealth Management, LLC in Pewaukee, WI is a financial management firm that helps clients achieve their financial goals. Whether they are planning for retirement, buying a home, saving for their children's education, or managing their investments, Shakespeare Wealth Management is there to guide its clients through the complexities of the financial world. Residents of Pewaukee, WI may be facing many financial situations, such as managing debt, saving for retirement, or planning for their children's education. Shakespeare Wealth Management, LLC can help clients navigate these challenges by offering personalized financial planning strategies tailored to their unique needs and goals. From investment management to retirement planning, their team of experts provides sound advice to help clients achieve their financial objectives and live the life they want.

To view the Minimum Investment and Fee Schedule for Shakespeare Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Shakespeare Wealth Management, 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 Shakespeare Wealth Management, 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)
Fixed Fees (Other than subscription)
Unavailable
Hourly
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 N22 W27847, Edgewater Dr Suite 101, Pewaukee, WI 53072, USA
Phone (262) 814-1600
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–3 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Shakespeare Wealth Management, LLC is registered to service clients in the following states:

  • Florida
  • New Hampshire
  • Texas
  • Wisconsin

Disciplinary History

Shakespeare Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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