Schaper Benz & Wise Investment Counsel Inc, based out of Neenah, WI, is a prominent local investment advisory firm with a strong reputation in the industry. With a total of 13 employees, 10 of whom provide investment advisory services, they offer a personalized approach to wealth management.
The firm boasts an impressive average of approximately $396,370,000 in assets under management per investment advisor, surpassing the industry average. They primarily cater to high net worth individuals, managing over $1,199,956,000 in assets for more than 110 individual clients. Remarkably, 99% of the assets they oversee are discretionary, ...
See more
Loading...
Assets Under Mgmt
$1.2B
Investment Professionals
10
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.