Aaron Schueller is a registered investment advisor at Orgel Wealth Management, LLC, based in Altoona, WI, with 8 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,911 clients with $8.1B 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 | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Orgel Wealth Management may charge a lesser investment management fee based upon certain criteria. Certain historic fee schedules may also impose lower advisory fees for the management of fixed income and cash and cash equivalent securities, compared to the advisory fee for managing equity and alternative investments.
Fee Estimator
Location
2420 Rivers Edge Drive, Altoona, WI, 54720
Get directionsHistory
Regulatory History (1)
Criminal
September 2012Employment History
Current Registrations
Orgel Wealth Management, LLC
Previous Registrations
Accel Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Mid Atlantic Capital CorporationBroker
Mid Atlantic Financial Management, INC.
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
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.