Schulhoff & Company provides ongoing investment management services to individuals, high net worth individuals, corporations, and other entities. They create customized, diversified portfolios using individual stocks and bonds. Their investment approach focuses on high-quality, dividend-paying companies and highly-rated municipal bonds and U.S. Treasuries. They also offer consulting services for clients who don't need ongoing management, charging an hourly rate.
Assets Under Management$280M
Clients93
Advisors3
Avg. per Client$3M
Avg. per Advisor$93M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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