Blake Schutter Theil Wealth Advisors (BST) offers financial planning, investment consulting, and investment management services tailored to each client's needs. BST works with clients to develop financial plans, allocate assets, and provide ongoing oversight. BST also offers non-discretionary investment management where clients retain final say in investment decisions. BST is affiliated with Culmen Real Estate Services, Inc.
Assets Under Management$460M
Clients176
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
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 - $3.0M | 1.00% |
| $3M+ | 0.75% |
BST may negotiate to charge a lesser management fee based upon certain criteria. The annual fee varies (between 0.50% and 1.00%) depending upon the market value of the assets under management for grandfathered clients of RTWM.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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