Investment Fee Solutions

Investment Fee Solutions (CRD# 284008) is a financial advisory firm headquartered in Brookfield, WI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Performance-based fees
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Investment Fee Solutions
Showing 1 - 2 of 2 top financial advisors.
1
Daniel A. Duhig
CRD#: 1231195
200 S. Executive Drive, Suite 101, Brookfield, WI 53005
90
Wealthminder
score

Daniel Duhig (CRD# 1231195) is an Investment Advisor Representative working at Investment Fee Solutions in Brookfield, WI and has over 20 years of experience in the finance industry. Daniel Duhig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Todd J. Marescalco
CRD#: 4882816
200 S. Executive Drive, Suite 101, Brookfield, WI 53005
90
Wealthminder
score

Todd Marescalco (CRD# 4882816) is an Investment Advisor Representative working at Investment Fee Solutions in Brookfield, WI and has over 9 years of experience in the finance industry.

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