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SHAKESPEARE WEALTH MANAGEMENT, LLC
Tel: 262-814-1600
N22 W27847 Edgewater Drive Suite 101
Pewaukee, Wisconsin 53072
SHAKESPEARE WEALTH MANAGEMENT, LLC
SHAKESPEARE WEALTH MANAGEMENT, LLC is a Pewaukee, Wisconsin based financial advisory firm with nearly $440,165,589 in assets under management and provides investment advisory services for 1210 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
111950
SEC#:
801-92171
No. of Clients:
1210
Assets under Management
$440,165,589
No. of Advisors:
8
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