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Home > Retirement Planners > ohio > dayton > BLAKE SCHUTTER WEALTH
BLAKE SCHUTTER WEALTH
7777 Washington Village Dr.
Suite 120
Dayton, Ohio 45459
Tel: 9379567875
About BLAKE SCHUTTER WEALTH
BLAKE SCHUTTER WEALTH, formally registered with the SEC as BLAKE SCHUTTER WEALTH. The firm was established in 08/23/2019. They have over 1 offices throughout the country.
BLAKE SCHUTTER WEALTH is a Dayton, Ohio based Financial Planning firm with nearly $195,748,736 assets under management, offering retirement planning & investment advisory services to 115 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292661 |
| SEC# | 801-117244 |
| Assets Managed by Firm | $195,748,736 |
| No. of Clients | 115 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 115 | $195,748,736 |
| Individuals (other than high net worth individuals) | 8 | $2,600,030 |
| High net worth individuals | 25 | $38,982,531 |
| Pension and profit sharing plans | 1 | $9,352,376 |
| Corporations or other businesses | 10 | $144,813,799 |
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