Schwarz Dygos Wheeler Investment Advisors LLC
Assets Under Management
$644.4M
Number of Clients
532
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$107.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Schwarz Dygos Wheeler Investment Advisors LLC (SDW) provides personalized portfolio management and financial planning services. They offer both discretionary and non-discretionary portfolio management, tailoring investment advice to client needs and objectives. Financial planning services include comprehensive planning and specific area consulting.
Fee Structure
Minimum Investment:$200K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Related accounts can be combined for fee paying purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable Giving
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Location
50 South 6th Street, Suite 1405, Minneapolis, MN, 55402
