Bischoff Wealth Management Group, LLC

Bischoff Wealth Management Group, LLC is an SEC registered investment adviser offering holistic wealth management services, including financial planning, consulting, and investment management. Established in 2015 and owned by Brian Bischoff, the firm manages $195,994,558 in assets on a discretionary basis. Clients receive tailored investment advice, with assets allocated among mutual funds, ETFs, individual securities, and private placements. The firm may also advise on legacy positions and other investments, providing ongoing consultation to align portfolios with client profiles. BWMG sponsors the Bischoff Wealth Management Group Wrap Program, offering wrap fee services. Fees range from 0.20% to 1.50% annually, prorated quarterly based on assets under management. Clients may make additions and withdrawals, with fees debited directly from accounts. BWMG does not charge performance-based fees and serves various client types without imposing minimum account requirements. The firm utilizes technical and cyclical analysis for investment strategies, emphasizing risk management. Clients receive regular account reviews and reports, with BWMG exercising investment discretion on behalf of clients. The firm does not vote client securities and does not accept compensation for client referrals. BWMG discloses its brokerage practices, including the use of TradePMR for brokerage and clearing services, with benefits received disclosed and managed to mitigate conflicts of interest.