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| Bischoff Wealth Management Group LLC
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| CRD # | 171652 |
| SEC # | 801-106594 |
| CIK # | |
| AUM | 222.0 M (2026-02-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 317-851-9718 |
| Address | 107 North State Road 135 Greenwood, IN 46142 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (2/25/2026) [Brochure] |
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Item 5. Fees and Compensation
BWMG offers its services on a fee basis, which may include fixed fees, as well as fees based upon assets
under management. Additionally, certain of BWMG’s Supervised Persons, in their individual capacities,
may offer insurance products under a separate commission-based arrangement.
Wealth Management Fees
BWMG provides wealth management services for an annual fee based on the amount of assets under the
Firm’s management. The fee varies between 20 and 150 basis points (0.20% – 1.50%), depending upon
the size of a client’s portfolio and the type of services rendered. In more limited circumstances, the Firm
may provide wealth management services for a fixed fee.
The annual fee is prorated and charged quarterly, in advance, based upon the average daily value of the
assets being managed by BWMG during the previous quarter.
For the initial period of an engagement, the fee is calculated on a pro rata basis. In the event the
Agreement is terminated, the fee for the final billing period is prorated through the effective date of the
termination and the outstanding balance is charged to the client, as appropriate.
Page 5 © MarketCounsel 2026
Bischoff Wealth Management Group, LLC Disclosure Brochure
Fee Discretion
BWMG, in its sole discretion, may negotiate to charge a lesser fee based upon certain criteria, such as
anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be
managed, related accounts, account composition, pre-existing client relationship, account retention and
pro bono activities.
Additional Fees and Expenses
In addition to the advisory fees paid to BWMG, clients also incur certain charges imposed by other third
parties, such as broker-dealers, custodians, trust companies, banks and other financial institutions,
including any such institutions recommended by the Firm (collectively “Financial Institutions”). These
additional charges may include securities brokerage commissions, transaction fees, custodial fees,
charges imposed directly by a mutual fund or ETF in a client’s account, as disclosed in the fund’s
prospectus (e.g., fund management fees and other fund expenses), private placement fees (such as
management and incentive fees), mark-ups and mark-downs on fixed-income transactions, deferred sales
charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees and other fees and
taxes on brokerage accounts and securities transactions.
Fee Debit
Clients generally provide BWMG with the authority to directly debit their accounts for payment of the
Firm’s advisory fees. The Financial Institutions that act as qualified custodians for client accounts have
agreed to send statements to clients not less than quarterly detailing all account transactions, including
any amounts paid to BWMG.
Account Additions and Withdrawals
Clients may make additions to and withdrawals from their account at any time, subject to BWMG’s right to
terminate an account. Additions may be in cash or securities provided that the Firm reserves the right to
liquidate any transferred securities or decline to accept particular securities into a client’s account.
Clients may withdraw account assets on notice to BWMG, subject to the usual and customary securities
settlement procedures. However, BWMG designs its portfolios as long-term investments and the
withdrawal of assets may impair the achievement of a client’s investment objectives. BWMG may consult
with its clients about the options and implications of transferring securities. Clients are advised that when
transferred securities are liquidated, they may be subject to transaction fees, fees assessed at the mutual
fund level (i.e., contingent deferred sales charge) and/or tax ramifications.
Page 6 © MarketCounsel 2026
Bischoff Wealth Management Group, LLC Disclosure Brochure |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/25/2026) [Brochure] |
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Item 7. Types of Clients
BWMG provides its services to individuals, trusts, estates, charitable organizations, corporations and
other business entities.
No Minimum Account Requirements
BWMG does not impose a stated minimum fee or minimum portfolio value for starting and maintaining a
wealth management relationship. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 57.1 |
| (b) Individuals (high net worth individuals) | 114 | 158.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 713 | 222.0 |
| By Discretionary | ||
| Discretionary | 713 | 222.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 713 | 222.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.0 | |
| Total | 713 | 222.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
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|
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|
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|
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|
Mangan Wealth Management Inc
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|
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|
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|
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|
Cross Border Wealth LLC
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|
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|
MFG Family Office LLC
✚
|
221.8 M | |
|
Optimize Financial Inc
✚
|
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