Blake Schutter Wealth

Blake Schutter Theil Wealth Advisors, LLC is an investment advisory firm offering services such as portfolio management, financial planning, and family office services to high and ultra-high net worth families, individuals, businesses, and various entities. The firm typically serves clients with a minimum asset requirement of $500,000 for the Advisor Directed Program. Clients in this program grant the firm discretionary authority to manage their accounts based on investment objectives and risk tolerance. The Wrap Fee covers investment advisory services, execution of transactions, custody, and reporting. The firm may negotiate fees based on factors like account size and services provided. Investment strategies focus on long-term investments with low turnover, and clients receive quarterly performance reports. Blake Schutter Theil is a fiduciary and has a Code of Ethics to govern personal securities trading activities. The firm participates in programs with Charles Schwab, receiving economic benefits that do not depend on brokerage transactions directed to Charles Schwab. The firm's share class policy aims to identify the lowest available fee class for clients. Blake Schutter Theil strives to act in the best interests of clients and regularly reviews client accounts for adherence to suitability and goals.