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 ValueAnnual Fee
Up to $1.0M1.00%
$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
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.