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
Series 65
Industry experience
8 years
Trevor Rabbach is a financial advisor at Schaper, Benz & Wise Investment Counsel Inc. in Neenah, WI, holding a Series 65 designation with eight years of industry experience. He has worked at Schaper, Benz & Wise since 2017 and previously spent five years at Bank First National. Schaper, Benz & Wise Investment Counsel provides discretionary portfolio management and financial planning primarily for high-net-worth individuals, families, and institutional clients. 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.
2017 - Present (9 years)
Bank First National
2012 - 2017 (5 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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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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ASC 401(k) Management
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Financial Advisory Group, Inc.
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