Dwight Schaefer
Dwight Schaefer is a registered investment advisor at Schaefer Wealth Management, INC., based in Waterloo, IL, with 36 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 296 clients with $83M 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 | 1.40% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees for amounts over $3,000,000 are negotiable.
Fee Estimator
Location
200 S. Market Street, Waterloo, IL, 62298
Get directionsHistory
Regulatory History (2)
Regulatory
December 2017Regulatory
October 2010Other Business ActivitiesSells Insurance
Dwight is an independent insurance agent for various independent insurance companies. He also serves as a co-successor trustee for his parent's revocable living trust, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Schaefer Wealth Management, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Aag Securities, INC.Broker
Washington Square Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
Carillon Investments, INC.Broker
State Registrations3 states
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.
Exams
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