Mowery & Schoenfeld Wealth Management, LLC
Mowery & Schoenfeld Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, and retirement plans. The registered investment advisor builds tailored portfolios using mutual funds, exchange-traded funds, individual securities, and third-party money managers, and can also manage held-away retirement accounts through platforms like Pontera. Financial planning is included in the investment management services or available separately as a standalone offering. The firm specializes in comprehensive wealth management, integrating investment strategies with broader financial goals.
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.