Scheeler Financial Group is an investment advisory firm based in West Chester, Ohio, founded in 2016 and led by Frederick Scheeler. The firm provides ongoing portfolio management services tailored to each client's specific goals, time horizon, and risk tolerance through a personalized investment policy statement. Portfolio management covers investment strategy, asset allocation, asset selection, risk management, and regular monitoring. Scheeler Financial Group generally invests in mutual funds, fixed income securities, insurance products including annuities, equities, exchange-traded funds, and inflation-protected bonds. In addition to investment management, the firm offers financial planning covering areas such as retirement, taxes, college savings, life insurance, and debt management. Representatives of Scheeler Financial Group also act as independent insurance agents and may earn commissions from insurance sales, creating a conflict of interest that is managed by disclosing the conflict and committing to act in the client's best interest. The firm requires client accounts to be held at Charles Schwab & Co., Inc. and generally operates on a discretionary basis, making trades without prior client approval.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.65% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Fees are generally negotiable. Clients electing the StratTac strategy pay an additional 0.60% annual fee on those assets. Legacy clients may have a different fee schedule.