Assets Under Management
$2.9B
Number of Clients
756
Number of Advisors
22
Average Client AUM
$3.9M
AUM per Advisor
$132.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Schneider Downs Wealth Management Advisors offers investment management and financial planning services through SD WMA Personal Financial Services, and retirement plan consulting through SD WMA Retirement Solutions. Fees are based on services provided, not investment products. AUM as of December 31, 2024, is $2.9 billion.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $18.0M | 0.60% |
| $18.0M - $23.0M | 0.40% |
| $23M+ | 0.35% |
Fees may be negotiable.
One Ppg Place, Suite 1700, Pittsburgh, PA, 15222