Advisor at Schaper Benz & Wise Investment Counsel Inc
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Firm
Schaper Benz & Wise Investment Counsel Inc
Location
Neenah, WI 54956
Credentials
Series 65
Industry experience
5 years
Daniel Sullivan is a financial advisor at Schaper Benz & Wise Investment Counsel Inc with five years of industry experience. He holds a Series 65 credential and previously worked at Monona Bank, UW-Whitewater, Park Bank, and served in the US Air Force for seven years. Schaper Benz & Wise Investment Counsel Inc provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as foundations, pension and profit-sharing plans, and corporations. The firm employs a committee-driven investment process based on in-house fundamental research and emphasizes concentrated equity portfolios and laddered fixed-income strategies.
Based on Schaper Benz & Wise Investment Counsel Inc
Based on Schaper Benz & Wise Investment Counsel Inc
Family Wealth Counsel services may be offered on a fixed fee basis
$0 - $3,000,000: 0.50% $3,000,001 - $5,000,000: 0.40% $5,000,001 - $10,000,000: 0.30% $10,000,001+: 0.25%
Hourly fee rate is negotiable depending on services requested; may charge hourly fees for special projects
Account minimum: $10,000 Minimum fee: Minimum annual fee of $10,000 for standard investment advisory services; $6,000 for Family Wealth Counsel services Fee-only: May offer Family Wealth Counsel services on an hourly and/or fixed fee basis; hourly fee rate is negotiable depending on services requested
40 Jewelers Park Dr, Ste 200
Neenah, WI 54956
Wisconsin
Schaper, Benz & Wise Investment Counsel, Inc.
2021 - Present (5 years)
Monona Bank
2017 - 2020 (3 years)
UW-Whitewater
2016 - 2020 (4 years)
Park Bank
2016 - 2017 (1 year)
US Air Force
2010 - 2017 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Oshkosh, WI
Cowling Bay Wealth Management, LLC
CFP®, Series 63
Hortonville, WI
Financial Services of Northeast Wisconsin, Inc.
Series 63, Series 65
Oshkosh, WI
Great Lakes Financial Strategies, LLC
CFP®, Series 63, Series 66
Appleton, WI
Kolash Wealth Strategies, LLC
Series 63
Appleton, WI
ASC 401(k) Management
Series 63, Series 65
Appleton, WI
Financial Advisory Group, Inc.
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