Schlindwein Associates offers investment management services, allocating client assets among various investments like mutual funds and ETFs. They create model portfolios based on client goals, risk tolerance, and financial circumstances. The firm also provides investment consulting services, including asset allocation advice and mutual fund reviews. Schlindwein Associates also works with clients of CIBC Wealth Management, providing investment advice for their accounts.
Assets Under Management$200M
Clients127
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$65M
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Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Schlindwein Associates charges a quarterly fee based on the value of your portfolio. There is also a base fee. The annual rates are:
Standard Accounts
- Base Fee: $1,000
- First $1,000,000: 0.75%
- Over $1,000,000 to $5,000,000: 0.50%
- Over $5,000,000: 0.25%
Not-for-Profit Accounts
- Base Fee: $500
- First $1,000,000: 0.50%
- Over $1,000,000 to $5,000,000: 0.30%
- Over $5,000,000: 0.15%
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