Schenley Capital manages investment portfolios based on individual client needs, offering both discretionary and non-discretionary management. They primarily invest in stocks, bonds, mutual funds, and ETFs. Schenley also provides financial planning services, creating detailed plans to achieve client financial goals, and consulting services on specific financial topics. They use fundamental analysis and asset allocation strategies.
Assets Under Management$76M
Clients99
Advisors1
Avg. per Client$760K
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 1.00% |
| $20.0M - $35.0M | 0.80% |
| $35.0M - $50.0M | 0.75% |
| $50M+ | 0.75% |
Fees above $50,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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