Schwarz Dygos Wheeler Investment Advisors LLC
Assets Under Management
$644.4M
Number of Clients
532
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$107.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Schwarz Dygos Wheeler Investment Advisors LLC (SDW) provides personalized portfolio management (discretionary and non-discretionary) and financial planning services. They tailor investment advice to meet client needs, using various strategies and securities including equities, ETFs, mutual funds, and bonds. Financial planning covers areas like tax, retirement, and estate planning.
Fee Structure
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
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
Location
50 South 6th Street, Suite 1405, Minneapolis, MN, 55402
