Schuchard Capital Management provides ongoing investment management services and periodic consultations. They assess client goals, develop portfolios based on risk tolerance and financial situation, and provide portfolio valuations and tax information. They coordinate estate and tax planning with clients' attorneys and accountants, offering objective and unbiased investment advice.
Assets Under Management$330M
Clients197
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$330M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $4.0M | 0.30% |
| $4M+ | 0.20% |
Fees may be negotiated with any client based on the level of services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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