Schmerge Executive Planning Services, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Schmerge Executive Planning Services offers investment management using quantitative models and financial planning services. Investment strategies include trend following and relative strength. Financial planning involves analyzing a client's financial situation and providing tailored advice. The firm manages investments on a discretionary basis and provides quarterly reports.
Assets Under Management$53M
Clients66
Advisors1
Avg. per Client$810K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.44% |
| $100K - $500K | 1.24% |
| $500K - $1.0M | 1.04% |
| $1M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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