Jon Hogan is a registered investment advisor at Schwarz Dygos Wheeler Investment Advisors LLC, based in Minneapolis, MN, with 3 years of industry experience. Jon 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 6th Street, Suite 1405, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is a partner/president of Hogan Enterprises LLC, a personal investment club focused on publicly traded securities. He spends a few hours per week on activities such as raising capital, conducting meetings, and executing trades.
Employment History
Current Registrations
Schwarz Dygos Wheeler Investment Advisors LLC
State Registrations1 state
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