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SHAKESPEARE WEALTH MANAGEMENT, LLC

Tel: 262-814-1600
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, Wisconsin  53072

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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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