{
  "crd_number": 110277,
  "slug": "review-services-inc-brookfield-wi-110277",
  "primary_business_name": "REVIEW SERVICES INC",
  "legal_name": "REVIEW SERVICES INC",
  "dbas": [],
  "city": "Brookfield",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "33340",
  "metro": {
    "cbsa_code": "33340",
    "common_name": "Milwaukee",
    "msa_name": "Milwaukee-Waukesha, WI",
    "path": "/advisors/wi/milwaukee"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-07-15",
  "years_registered": 35,
  "period": "2026-10-01",
  "filing_date": "2026-04-24",
  "carried_forward": false,
  "raum_total": 227354914.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 227354914.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 44473897.0,
      "count": 79
    },
    "high_net_worth_individuals": {
      "raum": 182881017.0,
      "count": 94
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "TX",
    "WI"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/REVIEW-SERVICES-INC",
    "https://reviewservicesinc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110277",
  "city_as_filed": "BROOKFIELD",
  "url": "https://advisorcensus.com/firm/review-services-inc-brookfield-wi-110277",
  "display_name": "Review Services Inc",
  "summary": "Review Services Inc is an SEC-registered investment advisory firm in Brookfield, WI, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.",
  "citation": "AdvisorCensus. Review Services Inc (CRD 110277): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Review Services Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Review Services Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Review Services Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated April 24, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.75% a year; Above $2,000,000: 0.5% a year; Hourly rate: $100 to $300 an hour (Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Review Services Inc located?",
      "a": "Review Services Inc's principal office is in Brookfield, WI, according to its Form ADV."
    },
    {
      "q": "Is Review Services Inc registered with the SEC or a state?",
      "a": "Review Services Inc is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 110277."
    },
    {
      "q": "How much does Review Services Inc manage?",
      "a": "Review Services Inc reports $227,354,914 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (0% discretionary)."
    },
    {
      "q": "How have Review Services Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Review Services Inc: Regulatory assets under management: $157,131,027 in the October 2021 data and $227,354,914 in the October 2026 data, up 45%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Review Services Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (94); individuals (other than high net worth individuals) (79)."
    },
    {
      "q": "Which custodians does Review Services Inc use?",
      "a": "Review Services Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Review Services Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110277"
    },
    {
      "q": "Does Review Services Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 24, 2026 says: \"RSI usually does not require a minimum account size before accepting accounts for its various management services.\""
    },
    {
      "q": "What changed in Review Services Inc's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $189,210,196 to $227,354,914 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 157131027.0,
      "total_employees": 3,
      "filing_date": "2021-05-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 172058559.0,
      "total_employees": 3,
      "filing_date": "2022-05-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 159319424.0,
      "total_employees": 3,
      "filing_date": "2023-09-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 176735267.0,
      "total_employees": 3,
      "filing_date": "2024-05-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 189210196.0,
      "total_employees": 3,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 227354914.0,
      "total_employees": 3,
      "filing_date": "2026-04-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $189,210,196 to $227,354,914 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $2,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $2,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $300 an hour (Consulting Services)"
    ],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $1,000,000: 1% a year",
          "$1,000,000 to $2,000,000: 0.75% a year",
          "Above $2,000,000: 0.5% a year"
        ],
        "quotes": [
          "The firm's range of fees follows: Value of Assets Annual Fee Under Management Percentages First $1,000,000 1.00 % Next $1,000,000 0.75 % Over $2,000,000 0.50 %"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "RSI usually does not require a minimum account size before accepting accounts for its various management services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $300 an hour (Consulting Services)"
        ],
        "quotes": [
          "RSI may also charge an hourly rate which will vary from $100 to $300 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.0,
          "max": 2000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 2000000.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 300.0,
          "period": "hour",
          "service": "Consulting Services"
        }
      ]
    },
    "quotes": [
      "The firm's range of fees follows: Value of Assets Annual Fee Under Management Percentages First $1,000,000 1.00 % Next $1,000,000 0.75 % Over $2,000,000 0.50 %",
      "RSI usually does not require a minimum account size before accepting accounts for its various management services.",
      "RSI may also charge an hourly rate which will vary from $100 to $300 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/review-services-inc-brookfield-wi-110277.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 79,
      "fewer_than_5": false,
      "raum": 44473897.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 94,
      "fewer_than_5": false,
      "raum": 182881017.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110277",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}