Schaper, Benz & Wise Investment Counsel (SBW) offers investment management services to high-net worth individuals, families, foundations, pension and profit sharing plans, and corporations. SBW creates investment plans based on each client's needs and goals. SBW manages investments with the ability to make trades without asking first. SBW also offers financial planning services, including income, retirement, cash-flow planning, and budgeting. SBW also provides financial planning and administrative services to certain clients as part of our Family Wealth Counsel program.
Assets Under Management$1.6B
Clients371
Advisors11
Avg. per Client$4.2M
Avg. per Advisor$140M
www.linkedin.com/company/schaper-benz-&-wise-in... ·www.login.bdreporting.com/auth/sbw/signin ·www.sbw-invest.com
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...