Bradley Benz
Bradley Benz is a CFA-designated registered investment advisor at Schaper Benz & Wise Investment Counsel INC, based in Neenah, WI, with 32 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 403 clients with $1.8B 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 $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees are generally not negotiable, but the firm may waive the minimum annual fee, grant exceptions, or charge hourly/fixed fees in special circumstances. Fees are billed quarterly in arrears.
Fee Estimator
Location
18 Jewelers Park Drive, Suite 200, Neenah, WI, 54957
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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 →Employment History
Current Registrations
Schaper Benz & Wise Investment Counsel INC
State Registrations2 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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