BW
CFP
Benjamin Jackson Wheeler
13 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
532 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$644.4M
Fee Structure
Minimum Investment:$200K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Related accounts may be combined for fee paying purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$250 - $500/hr
SDW charges fees based on a percentage of assets under management for portfolio management services. Financial planning services are offered for a fixed fee ($1,000 to $10,000) or an hourly fee ($250 to $500). Fees are negotiable. The firm requires a minimum of $200,000 to open and maintain an advisory account, but this may be waived at SDW's discretion.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
50 South Sixth Street, Suite 1405, Minneapolis, MN, 55402
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Schwarz Dygos Wheeler Investment Advisors LLC
January 2012 - Present · 14 yrs
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.