S. R. Schill & Associates offers ongoing investment management services, creating personalized investment strategies based on your goals, time horizon, and risk tolerance. They create a financial plan for you, incorporating your assets, liabilities, income, and goals. They invest your assets to help you achieve your plan. They contact clients annually to review the financial plan. S. R. Schill & Associates does not sell individual investment products or insurance, but they may recommend them.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.70% |
The annual fee is non-negotiable. The fee schedule includes all costs of financial planning services and portfolio management. S. R. Schill & Associates may provide partial management consisting of asset allocation on assets not held at their custodian, Charles Schwab & Co., Inc. These assets can include, but aren’t limited to, variable annuity contracts and qualified retirement plan accounts such as a 401(k).