Schneider Downs Wealth Management Advisors, LP
Fee-Only (% of Portfolio)Fixed/Hourly
Schneider Downs Wealth Management Advisors provides investment management and financial planning services. They manage investment portfolios for individuals, companies, and retirement plans. For investment management clients, they work with you to set goals and then implement the strategy, buying and selling investments without needing your pre-approval. They also offer financial planning services to investment management clients and, in some cases, to others. They also offer retirement plan consulting services to employer-sponsored retirement plans.
Assets Under Management$2.9B
Clients756
Advisors21
Avg. per Client$3.9M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $18.0M | 0.60% |
| $18.0M - $23.0M | 0.40% |
| $23M+ | 0.35% |
Fees may be negotiable at the sole discretion of Schneider Downs Wealth Management Advisors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
21 Advisors at this firm
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