Toptier Wealth Management
Toptier Wealth Management (CRD# 292959) is a financial advisory firm headquartered in , . They manage $103,181,681 in 284 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Toptier Wealth Management
By the Numbers
-
Total Assets Under Management103MILLION
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Total Number of Accounts284ACCOUNTS
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Average Account Value$363,316
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MI, TX, WI
Financial Advisors at Toptier Wealth Management
1
Michael Brusko (CRD# 5689930) is an Investment Advisor Representative working at Toptier Wealth Management in Muskego, WI and has over 13 years of experience in the finance industry.
2
Austin Nelson (CRD# 6608943) is an Investment Advisor Representative working at Toptier Wealth Management in Muskego, WI and has 1 year of experience in the finance industry.
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