Schwallier Wealth Management
Assets Under Management
$171.3M
Number of Clients
284
Number of Advisors
3
Average Client AUM
$603K
AUM per Advisor
$57.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Schwallier Wealth Management offers discretionary and non-discretionary investment and portfolio management services. Services include reviewing client portfolios, analyzing financial circumstances, identifying asset allocation, and implementing investment portfolios. They may delegate discretionary investment management services to other unaffiliated investment advisers or portfolio managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management. The standard fee schedule is 1.00% for assets between $500,000 and $2,500,000, 0.90% for assets between $2,500,001 and $5,000,000, and 0.80% for assets between $5,000,001 and $10,000,000. Fees for assets over $10,000,001 are negotiable. The firm requires a minimum fee of $5,000 per client. Fees on household account balances with a value lower than $500,000 is negotiated and generally does not exceed 1.5%.
Areas of Practice
Location
607 Cascade West Parkway Se, Grand Rapids, MI, 49546
