S. R. Schill & Associates, INC.
Assets Under Management
$126.9M
Number of Clients
188
Number of Advisors
3
Avg. Portfolio per Client
$675K
Avg. Managed per Advisor
$42.3M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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).
Fee Estimator
Areas of Practice
Location
2448 - 76th Ave Se, Suite 107, Mercer Island, WA, 98040