Scott Schewe
Scott Schewe is a CFP-designated registered investment advisor at Kerberrose Wealth Management, LLC, based in Shawano, WI, with 19 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,785 clients with $1.2B 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for amounts greater than $10,000,000. Tax planning and preparation services are included for clients with $1,000,000 or more in assets.
Fee Estimator
Location
115 E. 5th Street, Shawano, WI, 54166
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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 →Other Business Activities
Scott is a partner in Monster Bucks LLC, formed for family estate planning, and receives additional compensation as a registered representative of APW Capital, Inc. He is also the president of Emergent Advisor's Network, a young professionals group for financial planning, and a board member for both Appleton Education Foundation and Riverview Lutheran School.
Employment History
Current Registrations
Kerberrose Wealth Management, LLC
Previous Registrations
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
State Registrations1 state
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