Schlegel Dunn LLC offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Schlegel Dunn creates investment portfolios using model portfolios consisting primarily of exchange-traded funds and low-cost, diversified mutual funds. Financial planning services are offered as part of wealth management or as a stand-alone service.
Assets Under Management$280M
Clients154
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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