Schwallier Wealth Management provides portfolio management, retirement planning, and personalized financial planning services for individuals, families, high net worth clients, and business owners. The firm offers both discretionary and non-discretionary investment management, using exchange-traded funds and other securities tailored to each client's goals and risk tolerance. In addition to investment management, Schwallier Wealth Management creates comprehensive financial plans covering cash flow, debt management, risk management, employee benefits, tax strategies, education funding, and retirement projections. The firm operates as a registered investment advisor and acts in the client's best interest. Services are delivered through ongoing advisory relationships or one-time consultations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Rates apply flat to the entire account balance. Accounts under $500,000 are generally not accepted and are subject to a negotiated fee not exceeding 1.5%. Fees for accounts over $10M are negotiable.
