Overview
- Headquarters
- Wadsworth, OH
- Total Firm Assets
- $282 million
- Average High-Net-Worth Client Portfolio Size
- $1.5 million
Fee Disclosure
Source: B.A. SCHROCK WEALTH MANAGEMENT ADV PART 2A (2025-08-20)
· View brochure text
Latest filing: B.A. SCHROCK WEALTH MANAGEMENT ADV PART 2A (2026-03-11)
· View brochure text
Latest filing: B.A. SCHROCK WEALTH MANAGEMENT ADV PART 2A APPENDIX 1 (2026-03-11)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.80% |
| $500,001 | $1,000,000 | 1.50% |
| $1,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $16,500 | 1.65% |
| $5 million | $56,500 | 1.13% |
| $10 million | $106,500 | 1.06% |
| $50 million | $506,500 | 1.01% |
| $100 million | $1,006,500 | 1.01% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 48.96%
- Number of High-Net-Worth Clients
- 89
- Total Client Accounts
- 1,377
- Discretionary Accounts
- 1,377
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 304694
- B.A. SCHROCK WEALTH MANAGEMENT ADV PART 2A (2026-03-11) · View brochure text
- B.A. SCHROCK WEALTH MANAGEMENT ADV PART 2A APPENDIX 1 (2026-03-11) · View brochure text
- B.A. SCHROCK WEALTH MANAGEMENT ADV PART 2A (2025-08-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗