Scott Schwalich
Scott Schwalich is a CFP-designated registered investment advisor at Blake Schutter Theil Wealth Advisors, LLC, based in Dayton, OH, with 5 years of industry experience. Scott 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 →Other Business ActivitiesSells Insurance
Scott is the owner/CEO of Fee Only Medicare, LLC, which is currently inactive, and is insurance licensed to sell life and health fixed products. He is also a head coach for Flag Football Fanatics, spending a few hours per week on this activity.
Employment History
Current Registrations
Blake Schutter Theil Wealth Advisors, LLC
Previous Registrations
Anderson Financial Strategies, 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.