Advisor at Schaper Benz & Wise Investment Counsel Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schaper Benz & Wise Investment Counsel Inc
Location
Neenah, WI 54956
Credentials
CFA®, Series 65, Series 66
Industry experience
12 years
Mark Sprtel is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Schaper Benz & Wise Investment Counsel, Inc. since 2014. He holds Series 65 and Series 66 licenses and is based in Neenah, WI. Schaper Benz & Wise Investment Counsel, Inc. provides discretionary portfolio management and financial planning primarily to high-net-worth individuals and families, as well as institutions such as foundations and pension plans. The firm employs a committee-driven investment process with in-house fundamental research and offers a Family Wealth Counsel program that includes retirement, tax, and charitable planning, alongside fiduciary trustee advising and private foundation administration.
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
Texas · Wisconsin
Schaper Benz & Wise Investment Counsel, Inc.
2014 - Present (12 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
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.
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
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CFP®, Series 63
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Series 63, Series 65
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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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