Schwantes Financial provides ongoing investment management services to individuals, families, and businesses. They create tailored investment plans based on each client's needs and goals. Clients give Schwantes Financial the authority to make investment decisions on their behalf. Schwantes Financial is legally required to act in your best interest.
Assets Under Management$50M
Clients84
Advisors2
Avg. per Client$600K
Avg. per Advisor$25M
www.schwantesfinancial.com ·www.linkedin.com/in/nathan-schwantes-7a165725 ·www.facebook.com/ronschwantescfp
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Fees are negotiable with family members, certain legacy clients, and friends of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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