SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

40 Jewelers Park Dr
Ste 200
Neenah, Wisconsin 54956
Tel: 920-727-1137

About SCHAPER BENZ & WISE INVESTMENT COUNSEL INC

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC, formally registered with the SEC as SCHAPER BENZ & WISE INVESTMENT COUNSEL INC. The firm was established in 04/16/1992. They have over 1 offices throughout the country.

SCHAPER BENZ & WISE INVESTMENT COUNSEL INC is a Neenah, Wisconsin based Financial Planning firm with nearly $1,399,324,211 assets under management, offering retirement planning & investment advisory services to 952 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107630
SEC#	801-39679
Assets Managed by Firm	$1,399,324,211
No. of Clients	952
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FAMILY WEALTH COUNSELING)

Firm Client Information

	No. of Clients	AUM
Firm Total	952	$1,399,324,211
Individuals (other than high net worth individuals)	112	$42,030,492
High net worth individuals	257	$1,314,052,687
Pension and profit sharing plans	5	$21,413,267
Charitable organizations	7	$21,827,765

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