David Harvey Stefl

CFP

Schwarz Dygos Wheeler Investment Advisors LLC

13 Years of Experience

View SEC Summary

Firm Information

Schwarz Dygos Wheeler Investment Advisors LLC

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Advisor Information

Office location

50 South 6th Street, Suite 1405, Minneapolis, MN, 55402

Get directions

Regulatory 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.