Advisor at Williams and Schiller Wealth Management, LLC
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Firm
Williams and Schiller Wealth Management, LLC
Location
Fargo, ND 58104
Credentials
CFP®, Series 63, Series 66
Industry experience
18 years
Mark Schiller is a CFP® with 18 years of industry experience and serves as a principal at Williams and Schiller Wealth Management, LLC. He has been with the firm since 2007 and is also a Certified Public Accountant at Williams & Schiller, P.C. CPAs. Williams and Schiller Wealth Management provides investment management and comprehensive financial planning services to individuals, business owners, and select institutional clients. The firm employs a long-term, asset-class focused investment approach grounded in Modern Portfolio Theory and integrates accounting and tax expertise through its affiliated CPA firm.
Based on Williams and Schiller Wealth Management, LLC
Based on Williams and Schiller Wealth Management, LLC
Based on Williams and Schiller Wealth Management, LLC
Based on Williams and Schiller Wealth Management, LLC
Fixed financial planning fees ranging from $1,000 to $10,000 and up, depending on complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
$250 to $350 per hour for financial planning services
Ascend Services monthly planning fee ranging from $45 to $75 per month based on assets under management
Account minimum: $500,000 Fee-only: Investment management fees, financial planning fees charged on hourly or fixed-fee basis, and commission-free annuity services.
4048 53rd Ave S
Fargo, ND 58104
Idaho · Minnesota · North Dakota
Williams & Schiller Wealth Management, LLC
2007 - Present (19 years)
Williams & Schiller, P.C. CPAs
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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