808 Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
808 Investments is an independent, fee-only registered investment adviser that provides discretionary wealth management and comprehensive financial planning to individuals and high‑net‑worth households. The firm delivers ongoing investment oversight alongside planning work that can include business planning, retirement and college planning, insurance and estate planning, and employee benefits optimization.
The firm develops a written Investment Policy Statement for each client and uses both fundamental and charting analysis while employing a mix of passive and active strategies focused on asset allocation and tax considerations. Portfolios may include stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents, and clients may impose reasonable, written investment restrictions.
Unlike many peers, 808 does not accept non‑high‑net‑worth individual clients, concentrating its services on high‑net‑worth households and related business owners; it operates as a small, recently formed solo practice with a limited client roster. The firm also emphasizes coordination with outside professionals (e.g., attorneys and accountants) and will, at times, participate in client meetings with those advisors at no additional charge.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Fee-only: Initial financial planning fee up to $3,000; ongoing fixed fees $200 to $500 per month
Main office
Ellsworth WI
Advisors at this office
1
Most active in
Minnesota · Wisconsin
Also doing business as
808 Investments · 808 Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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