Schaefer Wealth Management, Inc.
Schaefer Wealth Management, Inc. (CRD# 145992) is a financial advisory firm headquartered in Waterloo, IL. They manage $53,598,610 in 284 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts284ACCOUNTS
-
Average Account Value$188,728
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, MO, TX
Financial Advisors at Schaefer Wealth Management, Inc.
1
Dwight Schaefer (CRD# 1966520) is an Investment Advisor Representative working at Schaefer Wealth Management, Inc. in Waterloo, IL and has over 33 years of experience in the finance industry.
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