Bischoff Wealth Management Group LLC

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Bischoff Wealth Management Group LLC
CRD #171652
SEC #801-106594
CIK #
AUM 222.0 M (2026-02-25)
Employees 5 (40% Investors, 0% Brokers)
Fees
Minimum
Phone317-851-9718
Address107 North State Road 135
Greenwood, IN 46142
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($M)
2502001501005002010201520212027
Fees and Compensation — Form ADV Part 2A (2/25/2026) [Brochure]
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]
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)
ServesInstitutional, Retail
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