Schwarz Dygos Wheeler Investment Advisors is a registered investment advisory firm based in Minneapolis, Minnesota, offering personalized portfolio management and comprehensive financial planning services to individuals, families, trusts, and business entities. The firm tailors its investment strategies to each client's specific goals and risk tolerance, utilizing equities, exchange-traded funds, mutual funds, and fixed income securities on both discretionary and non-discretionary bases. In addition to managing investments, Schwarz Dygos Wheeler Investment Advisors provides holistic financial planning covering retirement, tax strategies, estate planning, risk management, and charitable giving. The firm emphasizes a fiduciary commitment to acting in clients' best interests while helping them navigate complex financial decisions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the discretion of the firm. Related accounts within the same household or family may be combined to reach lower fee tiers.
