Cole Toennies
Cole Toennies is a registered investment advisor at Mowery & Schoenfeld Wealth Management, LLC, based in Lake Forest, IL. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 180 clients with $520M 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% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $11.0M | 0.60% |
| $11.0M - $26.0M | 0.40% |
| $26M+ | 0.30% |
Fees are negotiable based on the types of investments in your portfolio, such as lower rates for fixed income holdings. Clients onboarded prior to December 20, 2025 are grandfathered under prior fee schedules.
Fee Estimator
Location
550 Oakwood Ave, Lake Forest, IL, 60045
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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
Mowery & Schoenfeld Wealth Management, 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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