Schaefer Financial Management offers financial planning, financial management, and investment management services. Financial planning covers cash flow, debt analysis, education and retirement financing, benefit plan analysis, risk management, tax planning, business planning, estate plan review, property ownership, charitable giving, and portfolio analysis. Investment management involves ongoing management of investment assets. Schaefer Financial Management does not take custody of client assets.
Assets Under Management$980M
Clients451
Advisors7
Avg. per Client$2.2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...