Breakthru Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Breakthru Advisory Services provides asset management and financial planning to individuals, trusts, estates and high-net-worth family clients under its family/multi‑family office brands. The firm offers discretionary portfolio management, ongoing investment oversight, and hourly financial planning and consulting services.
Portfolios and plans are tailored to each client’s goals, time horizon and risk tolerance, using fundamental and technical analysis, ETFs and mutual funds, and periodic tax‑aware rebalancing and reviews. Breakthru may manage accounts on a discretionary basis, select or appoint sub‑advisors to provide investment services, and delivers custodial account statements at least quarterly.
Noteworthy relative to peers, the firm manages a substantial amount of assets while serving a deliberately limited client roster after a recent change in its advisory relationships, resulting in concentrated, higher‑assets‑per‑client relationships. The firm’s advisers also engage in other financial activities (insurance sales, tax preparation and affiliations with another advisory firm) and may delegate authority to sub‑advisors; these arrangements and potential conflicts are disclosed in the brochure.
Client services
Expertise
Fee options
1.50% annually
Up to $500 per hour
Main office
W160 S6550 Commerce Dr., Suite 210
Muskego WI 53150
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Breakthru Advisory Services, LLC · The Breakthru Family · The Breakthru Multi Family Office
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.
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