SM Scherr Financial offers financial planning and investment management to individuals and business owners. Financial planning covers retirement, estate, tax, risk management, insurance, benefits, charitable giving, and business succession. For investment management, SM Scherr Financial helps clients select third-party money managers and reviews their performance.
Assets Under Management$110M
Clients56
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts over $6,000,000. A negotiated discount of up to 80% may be available to clients; a negotiated discount of up to 100% may be available to family and friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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