Schulmerich & Associates offers investment management services, creating investment strategies based on individual client goals, risk tolerance, and time horizons. They also provide advice to retirement plans. Investment strategies include asset allocation, diversification, and rebalancing. The firm uses broadly diversified, passively managed funds.
Assets Under Management$130M
Clients392
Advisors1
Avg. per Client$330K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.30% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...