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Fees & Expenses

Ellenbecker Investment Group has been a fee-based advisory firm since 1996. All of our financial consultation and investment advisory fees are disclosed prior to entering into a client relationship and our fees are 100% transparent.

Because all clients are unique, we evaluate your individual situation by offering a complimentary financial checkup. After the initial discussion, we can tailor a plan that works for you and then provide a clear estimate of any fees that will be involved with creating and maintaining your plan.

If you have recently reached a key financial milestone such as marriage, divorce, having children or grandchildren or retirement, you may simply need an objective financial review or personal coaching. But we understand that you may be looking for a trusted partner to provide these services as well as manage your portfolio as part of an ongoing relationship. Once we know your needs, we can give you a specific menu of our costs, including:

  • Consultation – fees range from $500 to $5000, depending on the scope of the project.
  • Asset management – the average fees range from .75 percent to 2 percent, depending on the value of your managed assets.
  • Project based – Fees for projects such as funding trusts, division of assets, changing beneficiaries or re-titling of assets are billed at our hourly rate of $150 to $250 for professional work and $75 for paraprofessional.

With our consultative approach and transparent fee structure, you can always be sure that we are acting in your best interest. We look forward to providing you with the extraordinary service and exceptional planning that all of our valued clients have come to expect.