VOYAGER CAPITAL MANAGEMENT, LLC

875 Townline Rd.
Suite 100
Lake Geneva, Wisconsin 53147
Tel: 262-348-9981

About VOYAGER CAPITAL MANAGEMENT, LLC

VOYAGER CAPITAL MANAGEMENT, LLC, formally registered with the SEC as VOYAGER CAPITAL MANAGEMENT, LLC. The firm was established in 01/14/2004. They have over 2 offices throughout the country.

VOYAGER CAPITAL MANAGEMENT, LLC is a Lake Geneva, Wisconsin based Financial Planning firm with nearly $202,331,744 assets under management, offering retirement planning & investment advisory services to 272 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124697
SEC#	801-62694
Assets Managed by Firm	$202,331,744
No. of Clients	272
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	272	$202,331,744
Individuals (other than high net worth individuals)	202	$71,665,402
High net worth individuals	64	$128,212,100
Pension and profit sharing plans	3	$1,830,888
Charitable organizations	3	$623,354

More Retirement Planning firms in Lake Geneva, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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