Assets Under Management

$279.2M

Number of Clients

93

Number of Advisors

3

Avg. Portfolio per Client

$3.0M

Avg. Managed per Advisor

$93.1M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Schulhoff & Company has been providing portfolio supervision based on individual client investment objectives since 1976. They offer investment supervisory services for a fee based on a percentage of assets managed. Schulhoff & Company also does consulting work in the field of investments for clients who do not need or desire an ongoing relationship.

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

9370 Main Street, Suite D, Cincinnati, OH, 45242-7621

3 Advisors at this firm

Schulhoff & CO INC | TrueAdvisor