Andrea Schooler
Andrea Schooler is a registered investment advisor at Duell Financial Strategies, based in Appleton, WI, with 10 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Duell Financial Strategies refers clients to third-party money managers. The maximum annual management fee charged by these managers is 2.00%. Duell Financial Strategies receives a portion of this fee, typically ranging from 0.85% to 1.60%. The exact fee and withdrawal schedule will vary with each manager and will be disclosed in their documents. The fee is negotiable.
Location
4190 Boardwalk Ct, Appleton, WI, 54914
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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 ActivitiesSells Insurance
Andrea works as an independent insurance agent, selling insurance products. This activity is investment-related.
Employment History
Current Registrations
Duell Financial Strategies
State Registrations1 state
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.