Stanley Schill
Stanley Schill is a registered investment advisor at S. R. Schill & Associates, INC., based in Mercer Island, WA, with 60 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 188 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.70% |
The annual fee is non-negotiable. The fee schedule includes all costs of financial planning services and portfolio management. S. R. Schill & Associates may provide partial management consisting of asset allocation on assets not held at their custodian, Charles Schwab & Co., Inc. These assets can include, but aren’t limited to, variable annuity contracts and qualified retirement plan accounts such as a 401(k).
Fee Estimator
Location
2448 76th Ave Se, Suite 222, Mercer Island, WA, 98040
Get directionsHistory
Regulatory History (1)
Regulatory
October 1993Employment History
Current Registrations
S. R. Schill & Associates, INC.
Previous Registrations
Schill Securities, INC.Broker
Shearson Lehman Brothers INC.Broker
Bache Halsey Stuart Shields IncorporatedBroker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
Bache & CO., IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.