Beth Schubert
Beth Schubert is a CFP-designated registered investment advisor at Blake Schutter Theil Wealth Advisors, LLC, based in Dayton, OH, with 3 years of industry experience. Beth 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
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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
Blake Schutter Theil Wealth Advisors, LLC
Previous Registrations
Securities America Advisors, INC.
Pacific West Financial Consultant INC
State Registrations2 states
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