William R. Scheel, Investment Adviser offers personalized investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Advice includes determining financial objectives, identifying financial problems, cash flow management, education funding, and retirement funding. The firm is fee-only and does not sell commissioned products.
Assets Under Management$1.5M
Clients7
Advisors1
Avg. per Client$210K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
For IRA accounts, the fee is 0.75% per year on all amounts. All fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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