Schwallier Wealth Management
Assets Under Management
$171.3M
Number of Clients
284
Number of Advisors
3
Average Client AUM
$603K
AUM per Advisor
$57.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Schwallier Wealth Management offers discretionary investment and portfolio management services, including reviewing client portfolios, analyzing financial circumstances, identifying asset allocation targets, and implementing investment portfolios. Non-discretionary services are also available upon request. They primarily use exchange-traded funds.
Fee Structure
Minimum Investment:$500K
Financial Planning:Investment management only
Minimum Annual Fee:$5,000
Areas of Practice
Investment Management
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Location
607 Cascade West Parkway Se, Grand Rapids, MI, 49546
