Schulhoff & CO INC
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 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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Areas of Practice
Investment Management
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Location
9370 Main Street, Suite D, Cincinnati, OH, 45242-7621