Jeffrey Schear is a registered investment advisor at Schear Investment Advisers, LLC, based in Chicago, IL. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 81 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schear Investment Advisers offers investment services for a fee, typically between 0.25% and 1.25% of the value of your portfolio. The exact fee is negotiated with the investment advisor based on the size of your account and the types of investments held. The fee is calculated quarterly and paid in advance. There is a minimum annual fee of $100 for accounts less than $10,000 per household, but currently no one is charged this fee.
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Schear Investment Advisers, LLC
State Registrations1 state
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