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How does the advisor help clients – Key Takeaways:
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC. (SBW) is a financial investment firm that helps clients make wise and informed decisions about their wealth management. They provide personalized financial advice and customized solutions to help their clients achieve their financial goals.
Facts and Insights
SBW has been in business since 1998 and has become a trusted name in the financial industry. They have a team of experienced and knowledgeable advisors who are committed to providing their clients with the best possible service. SBW believes in a client-centered approach, meaning they prioritize their clients’ needs and goals above all else.
As of 2021, SBW has assets under management (AUM) of $500 million and employs 10 advisors who are dedicated to helping their clients grow and manage their wealth. They have a comprehensive investment strategy that focuses on risk management and creating sustainable long-term growth for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 23 years |
Financial Services Offered
SBW offers a wide range of financial services to their clients, including investment management, retirement planning, estate planning, tax planning, and risk management. They also provide access to alternative investments and private equity, for clients who are interested in diversifying their portfolios.
Client Types
SBW caters to a diverse group of clients, including high net worth individuals, business owners, retirees, and corporate executives. They have the expertise and resources to help these clients navigate their unique financial situations and achieve their goals. SBW is committed to building long-term relationships with their clients and providing them with ongoing support.
Fees & Compensation
SBW operates under a fee-only model, meaning they only charge their clients a set fee for their services and do not earn any commissions from the sale of financial products. This ensures that their advisors’ recommendations are always in the best interest of their clients. The fee structure is based on a percentage of AUM, which incentivizes their advisors to help their clients achieve strong investment returns.
Background
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC. was founded in 1998 by three seasoned financial advisors, John Schaper, Mark Benz, and Susan Wise. With a combined experience of over 50 years in the financial industry, they set out to create a firm that focused on providing personalized and objective financial advice to their clients. Today, SBW is recognized as one of the top investment firms in the country, with a reputation for integrity, transparency, and superior service.
Financial Advisor Disclosures to Know
SBW adheres to strict ethical standards and complies with all regulations set by the Securities and Exchange Commission (SEC). They have a clean regulatory record and no disciplinary actions have been taken against them or any of their advisors. Additionally, SBW is a fiduciary, which means they are legally obligated to act in their clients’ best interests at all times.