Scott Matthew Wallschlaeger
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $2,500 to $25,000 depending on the scope and complexity. Hourly planning fees range from $50 to $600 per hour. Asset management fees are a maximum of 2.5% of assets under management and are negotiable. Sub-adviser services through Betterment platform have a maximum fee of 1.5%. Divorce planning services have an initial retainer of $2,500, with hourly rates for administrative time at $75, consultation and preparation at $250, travel time at $75, and court/arbitration/hearing at $250.
Areas of Practice
Advisor Information
Office location
2610 Stewart Avenue, Suite 100, Wausau, WI, 54401
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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 →Other Business ActivitiesSells Insurance
Scott is dually registered with unaffiliated broker/dealer and RIA firms. He works as a registered representative for APW Capital, an investment advisor representative for Midwest Professional Planners, and an insurance wholesaler for Crump Life Insurance Services, and co-manager of MPPL Properties LLC. He also is a member of Professional Pilots, LLC and MPPL Insurance Insurance Agency Partner.