CFP
CFP
Stephen John Dygos
15 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
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 can be combined for fee paying purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
50 S. Sixth Street, Suite 1405, Minneapolis, MN, 55402
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Schwarz Dygos Wheeler Investment Advisors LLC
August 2010 - Present · 15 yrs 6 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Outside of the office, Stephen and his wife Linda have 3 young children He is a violinist and also enjoys cooking.