Schlegel Dunn provides customized wealth management services, combining discretionary investment management with comprehensive financial planning. Schlegel Dunn works closely with clients to understand their financial goals, risk tolerance, and personal situation to construct portfolios primarily utilizing exchange-traded funds and diversified mutual funds. The firm also offers standalone financial planning services and retirement plan advisory services for businesses. Schlegel Dunn operates as a registered investment advisor and acts in a fiduciary capacity, putting clients' best interests first.
Fee Structure
Schlegel Dunn charges an annual fee based on a percentage of your portfolio, billed quarterly in advance. The fee structure drops as your portfolio grows:
- Up to $750,000 — 1.25% per year
- $750,001 to $3,000,000 — 0.75% per year
- $3,000,001 to $10,000,000 — 0.55% per year
- Over $10,000,000 — 0.35% per year
Fees are negotiable at the firm's discretion.