Neuenschwander Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$173,511,055
Total clients
196
18% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
65
Average account size
$885,260
About
Neuenschwander Asset Management is a small, advisor-led wealth management firm that provides discretionary portfolio management, personal financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, not‑for‑profits, and small businesses. The firm also supports participant‑directed retirement plans through third‑party administration and conducts participant education and plan investment monitoring.
The firm follows a long‑term, Modern Portfolio Theory-based approach that emphasizes diversified, passive exposure via no‑load index mutual funds and ETFs, implemented with written investment policy statements and periodic rebalancing. NAM uses portfolio modeling tools (including Monte Carlo analysis) and may employ model portfolios or retain specific individual securities when tax considerations or client requests warrant.
Distinctive operational features include the routine use of a third‑party sub‑advisor for managed fixed‑income (laddered bond) portfolios and reliance on that partner for trade processing and back‑office services, as well as participation in institutional platforms accessed through that relationship. The firm applies an explicit billing practice that retains a lower fee tier once a household attains it, does not vote client proxies (leaving voting and legal claims to clients), and receives software and periodic client referrals from a mutual fund provider.
Client services
Expertise
Fee options
Certain non-discretionary clients may be charged a flat-rate fee for annual investment advisory services; specific fees established in client agreements.
$0 - $199,999: 1.85% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Fee-only: Tiered percentage fees for portfolio management and retirement plan services as detailed in brochure.
Main office location
Neuenschwander Asset Management, LLC
4893 Larson Beach Rd
Mcfarland WI 53558, United States
Number of offices
1
Most active in
Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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