Francis Schuler
Francis Schuler is a CFP-designated registered investment advisor at Dwd Portfolio Solutions, INC., based in Pittsburgh, PA, with 23 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 313 clients with $220M 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% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. At DWD's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
151 Roessler Rd, Suite 103, Pittsburgh, PA, 15220
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Francis sells and services insurance and fixed annuity products, dedicating nearly full-time hours to this activity. He also manages residential rental property and owns a sports apparel and equipment business, spending minimal time and about 10-20% of his time on these ventures, respectively.
Employment History
Current Registrations
Dwd Portfolio Solutions, INC.
Previous Registrations
Nrp Advisors, INC.
Primesolutions Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.