Sattell, Johnson, Appel & Co, S.C. CPAs / SJA Financial Advisory

Money Directory

Published October 29, 2012

800 Woodland Prime

Menomonee Falls, WI, 53051

Primary Contact: Mike Arnow

(414) 273-0500

Website: www.SJAFinancialAdvisory.com

Year Founded: 1981

Primary market served: Families

Secondary market served: Privately held Companies

Primary category of service: Financial Planning

Other services provided: Financial Planning

Quantity of team members: N/A

Total number of professionals on staff: N/A

Total number of customers: N/A

General Business Description: We are FEE-ONLY planners, with strong credentials, offering unbiased advice, not products; focused on retirement, education funding, investments and taxes.

Most typical fee structure: Hourly/Consulting Fee

Total assets under management: $100 to $249 million

Net worth of typical client/family/business: $1 to $4.9 million

Minimum investment required: Under $500,000

Typical age of your clients: 36 to 54

Primary industry: Health Services

Secondary industry: Business Service

For business customers, typical size in total number of employees: Under 50

For business customers, typical size in total annual sales: $1 to $4.9 million

Other services provided: Tax
401K
SEP
IRA

Investment philosophy: Active portfolio management using Modern Portfolio Theory. Emphasis on diversification and rebalancing using low-cost mutual funds, ETFs and indexed funds. Fidelity is our custodian.

Management of customer portfolios: External money managers only