Jeffery Mowery
Jeffery Mowery is a CFP-designated registered investment advisor at Mowery & Schoenfeld Wealth Management, LLC, based in Lincolnshire, IL, with 26 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 180 clients with $520M 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 - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable based on the types of investments in your portfolio. Clients onboarded prior to December 20, 2025 will be grandfathered under their then-existing fee schedules.
Fee Estimator
Location
475 Half Day Road, Suite 500, Lincolnshire, IL, 60069
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
Jeffery is a managing member of Mowery & Schoenfeld, LLC, a CPA firm. He is also licensed to sell life and health insurance.
Employment History
Current Registrations
Mowery & Schoenfeld Wealth Management, LLC
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.