Fees & Minimums

Shakespeare Minimum

Shakespeare serves a niche market, catering to high-net-worth individuals with a minimum of $1 million to invest.

This includes:

  • Cash, checking and savings accounts
  • CDs and money market accounts
  • Stocks, bonds and mutual funds
  • Retirement accounts and trusts

*Properties and physical assets like your home, vehicles, other real estate investment properties and art, jewelry or collectibles aren’t considered liquid or near-liquid investable assets.

Our expertise lies in areas relating to the complex financial issues and concerns of our affluent clients.

We are a boutique firm that is able to offer a high level of comprehensive expertise to a small number of clients because of this minimum.

We are Fee-Only Financial Advisors

As Fee-Only advisors, we have removed the conflicts of interest present with commission-based advisors. Shakespeare has always operated as a fiduciary which requires us to work solely in the best interest of our clients. 

As a Registered Financial Advisor, we’re legally bound to this higher, fiduciary standard. This means you can expect unbiased, accurate, comprehensive, loyal and truly thoughtful financial advice anchored in your best interest—not in ours. Very few advisors in the country serve in this capacity. Working with Shakespeare is like having an additional layer of protection wrapped around your assets.

The fee we charge is customized to the individual or family and is determined according to complexity of assets and services needed. This will be a transparent discussion with a Shakespeare financial advisor during your first meeting.

Shakespeare serves a niche market, catering to high net-worth individuals with a minimum of $1,000,000 to invest.

Our expertise lies in areas relating to the complex financial issues and concerns of our affluent clients.

We implemented this minimum so that we are able maintain a high level of comprehensive service to all of our clients.

WHAT'S ON YOUR MIND

Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260