Schuchard Capital Management is a registered investment advisor founded in 1989 and based in Sterling Heights, Michigan. The firm primarily provides ongoing investment management and portfolio supervision for individuals, trusts, estates, and charitable organizations. Schuchard Capital Management focuses on asset allocation, low-cost index funds and exchange-traded funds, and regular portfolio rebalancing to help clients achieve their long-term financial goals. Beyond managing investments, the firm coordinates estate and tax planning by working closely with clients and their external attorneys and accountants, and also offers periodic consultations for specific needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $4.0M | 0.30% |
| $4M+ | 0.20% |
Fees may be negotiated with any client based on the level of services provided. Fees are calculated annually using the beginning-of-year portfolio value and billed quarterly.