Paul Wilson is a registered investment advisor at Schwarz Dygos Wheeler Investment Advisors LLC, based in Minneapolis, MN, with 13 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 532 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. SDW allows related accounts to be combined for fee paying purposes.
Fee Estimator
Location
50 South Sixth Street Suite 1405, Minneapolis, MN, 55402
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Regulatory History
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 Activities
Paul is a singer and section leader for The National Lutheran Choir, a non-profit choral organization, since 2013. He dedicates a few hours per week to this activity, which is not investment-related.
Employment History
Current Registrations
Schwarz Dygos Wheeler Investment Advisors LLC
Previous Registrations
Strategic Advisers, INC.
UBS Financial Services INC.
State Registrations1 state
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