Sign in Sign up for free

Practical Portfolios LLC (Manitowoc)


Practical Portfolios LLC is an adviser based in Manitowoc. It manages $21.62 million of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Illinois and Wisconsin.

Logo

Practical Portfolios provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Practical Portfolios: assets under management

The assets under management (AUM) of Practical Portfolios LLC is $21.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.09 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Practical Portfolios LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Manitowoc

The principal office where Practical Portfolios LLC performs its advisory services is located at 901 York Street, Manitowoc, WI 54220 4632, which is also the mailing address of the firm. An additional office of the firm is in Appleton, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 920-682-7680 or by fax 920-482-5650. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.practicalportfolios.com.


Registered investment advisers similar to Practical Portfolios LLC