Jon Hogan
Jon Hogan is a CFP-designated registered investment advisor at Schwarz Dygos Wheeler Investment Advisors LLC, based in Minneapolis, MN, with 3 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 525 clients with $730M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the discretion of the firm. Related accounts within the same household or family may be combined to reach lower fee tiers.
Fee Estimator
Location
50 South 6th Street, Suite 1405, Minneapolis, MN, 55402
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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 Activities
Jon is a partner/president of Hogan Enterprises LLC, a personal investment club focused on publicly traded securities. He spends a few hours per week on activities such as raising capital, conducting meetings, and executing trades.
Employment History
Current Registrations
Schwarz Dygos Wheeler Investment Advisors LLC
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.
Exams
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