Schlosser Financial Services offers financial planning in insurance, investments, tax, retirement, and estate planning. As a non-discretionary advisor, Schlosser Financial Services requires client permission before buying or selling any investments. The firm reviews portfolios quarterly and rebalances them as needed. Investments are limited to ETFs, mutual funds, individual stocks and bonds, CDs, and money market accounts.
Assets Under Management$110M
Clients219
Advisors1
Avg. per Client$490K
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable for larger accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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