Mowery & Schoenfeld Wealth Management, LLC
Commission-BasedFee-Only (% of Portfolio)
Mowery & Schoenfeld Wealth Management offers investment advice and portfolio management tailored to your needs. They provide financial planning services to portfolio management clients and also offer standalone financial planning for a fee. They may use third-party money managers to manage a portion of your account. They also offer retirement plan advisory services to qualified employee benefit plans.
Assets Under Management$520M
Clients180
Advisors6
Avg. per Client$2.9M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable based on the types of investments in your portfolio. Clients onboarded prior to December 20, 2025 will be grandfathered under their then-existing fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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