Thomas Batterman

Thomas Batterman

CTFA, JD
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Advisor Details

Contact Advisor
Company
Principal at Financial Fiduciaries
Address
501 Third St
Wausau WI, 54403
Phone
(715) 848-8110 ext. 302
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About Thomas

We are fee-only fiduciary advisors managing investments of clients without the interest, time or expertise to do so.

Our firm provides Fee-Only fiduciary advisory services to individuals, mutual insurance companies and others who do not feel they have the time, interest or expertise to properly attend to their investment matters for themselves. Clients delegate the responsibility of proper investment selection, cost-effective acquisition and ongoing monitoring and due diligence to us, freeing them to spend time on things they find more interesting, enjoyable or important to them. Acting as a client’s fiduciary, we are obligate...

Education

  • JD, Law, University of Wisconsin - Madison

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Typical Clients & Fee Structure

Typical Clients

People near retirement
Sudden wealth
Widows/widowers

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.