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.
Assets Under Management$110M
Clients31
AdvisorsN/A
Avg. per Client$3.5M
Avg. per AdvisorN/A
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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Location
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