Schnieders Capital Management (SCM) offers investment advice and manages investments for individuals, pension plans, trusts, estates, charities, and corporations. SCM works with clients to determine their needs and objectives and manages accounts on a discretionary or non-discretionary basis. SCM creates portfolios using stocks, bonds, mutual funds, and exchange-traded funds. SCM's strategy is primarily long-term, but may recommend trading, short sales, margin transactions or option writing.
Assets Under Management$860M
Clients467
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$430M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees, services, and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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