Schwarz Dygos Wheeler Investment Advisors (SDW) offers personalized investment advice and financial planning services. SDW manages investment portfolios on a discretionary or non-discretionary basis, tailoring strategies to clients' goals and risk tolerance. SDW also provides comprehensive financial planning, including retirement, tax, and estate planning. SDW primarily uses equity securities, exchange traded funds, mutual funds, corporate securities, municipal securities and U.S. government securities in its portfolio management programs.
Assets Under Management$640M
Clients532
Advisors7
Avg. per Client$1.2M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
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. SDW allows related accounts to be combined for fee paying purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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