Schuchard Capital Management INC
Assets Under Management
$290.2M
Number of Clients
193
Number of Advisors
1
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$290.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Schuchard Capital Management offers investment supervisory services and periodic consultations. They assess client goals, develop portfolios based on risk tolerance and financial factors, provide portfolio valuations, and offer supplemental tax information. They coordinate estate and tax planning with clients' attorneys and accountants, focusing on objective and unbiased advice.
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. In addition, any services outside of asset management, such as settling estates or opening new accounts, will be billed separately.
Fee Estimator
Areas of Practice
Location
MI, United States