Scherrer Financial Services (SFS) offers investment management services to individuals, creating portfolios of stocks, bonds, annuities, and CDs based on client circumstances. SFS also provides financial planning advice covering personal finances, education, taxes, retirement, and investments. SFS meets with clients to determine their investment objectives and risk tolerance.
Assets Under Management$3M
Clients10
Advisors1
Avg. per Client$300K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.45% |
Fees are negotiable and discounts are offered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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