Schwallier Wealth Management offers investment management, retirement plan advice for institutions, and financial planning to individuals. Financial planning covers topics like cash flow, risk management, retirement, taxes, education, and investments. The firm works with clients to understand their goals and values around money, creating personalized plans and proactively scheduling reviews to adjust for life changes.
Assets Under Management$170M
Clients284
Advisors3
Avg. per Client$600K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,001. The firm generally does not accept household account balances lower than $500,000. The fee on household account balances with a value lower than $500,000 is negotiated and generally does not exceed 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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