Mark Schutter
Mark Schutter is a registered investment advisor at Blake Schutter Theil Wealth Advisors, LLC, based in Dayton, OH, with 16 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 176 clients with $460M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
BST may negotiate to charge a lesser management fee based upon certain criteria. The annual fee varies (between 0.50% and 1.00%) depending upon the market value of the assets under management for grandfathered clients of RTWM.
Fee Estimator
Location
7777 Washington Village Dr., Suite 120, Dayton, OH, 45459
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
Mark is involved in several businesses and organizations, including Miller-Valentine Partners Ltd., MV Partners INV LLC, Mid-States Partners LLC, and Culmen Real Estate Services, Inc. He also serves on various boards and as a trustee for multiple trusts, dedicating minimal time to each.
Employment History
Current Registrations
Blake Schutter Theil Wealth Advisors, LLC
Previous Registrations
Sanctuary Advisors, LLC
Blake-Schutter Wealth Advisors
Dean Financial Services
Dean Investments
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.