SHAKESPEARE WEALTH MANAGEMENT, LLC

N22 W27847 Edgewater Drive
Suite 101
Pewaukee, Wisconsin 53072
Tel: 262-814-1600

About SHAKESPEARE WEALTH MANAGEMENT, LLC

SHAKESPEARE WEALTH MANAGEMENT, LLC, formally registered with the SEC as SHAKESPEARE WEALTH MANAGEMENT, LLC. The firm was established in 04/13/2015. They have over 1 offices throughout the country.

SHAKESPEARE WEALTH MANAGEMENT, LLC is a Pewaukee, Wisconsin based Financial Planning firm with nearly $440,165,589 assets under management, offering retirement planning & investment advisory services to 1210 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111950
SEC#	801-92171
Assets Managed by Firm	$440,165,589
No. of Clients	1210
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1210	$440,165,589
Individuals (other than high net worth individuals)	127	$92,966,840
High net worth individuals	137	$346,477,554
Pension and profit sharing plans	Fewer than 5 clients	$639,487
Charitable organizations	Fewer than 5 clients	$81,708

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