Schnall Advisory Services, INC
Assets Under Management
$108.2M
Number of Clients
31
Number of Advisors
N/A
Avg. Portfolio per Client
$3.5M
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Schnall Advisory Services works with clients to define financial goals and develop strategies to reach them. These strategies may include tax planning, investment management, education funding, retirement planning, risk management, and estate planning. The firm is paid directly by clients and does not receive commissions.
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable depending on the type and size of the account and the particular circumstances of the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation Planning
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Location
NY, United States
0 Advisors at this firm
No advisors found for this firm.