Breakthru Advisory Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$125,740,000
Clients
21
71% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
LowAverage account size
$5,987,619
About
The firm provides discretionary asset management and financial planning and consulting to individuals, high-net-worth individuals, trusts and estates. According to its brochure, it manages roughly $125.7 million in discretionary assets across a limited number of client relationships.
Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with analysis that can include fundamental and technical approaches, periodic rebalancing, and tax-loss harvesting where appropriate. The firm typically accepts discretionary authority and may engage sub-advisors or delegate investment authority as part of its management process, with those sub-advisor arrangements included within its advisory service structure.
Distinctive features include a relatively small, selective client roster combined with substantial AUM, suggesting higher-than-average account sizes and a multi-family-office orientation. The firm is recently formed and SEC-registered, and its supervised persons engage in outside activities such as insurance sales and tax-preparation work—conflicts the firm discloses and says it mitigates through supervision and procedures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Retirement income strategy
General tax planning
Wealth management
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Approaching retirement
Fee options
Maximum 1.50% annually
Up to $500 per hour
Main office location
Breakthru Advisory Services, LLC
W160 S6550 Commerce Dr., Suite 210
Muskego WI 53150, United States
Number of offices
1
Most active in
Breakthru Advisory Services, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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