Schnell Financial Group aims to help individuals, families, and business owners plan, manage, and maximize their financial lives. They offer investment management, tax planning, and estate planning. For business owners, they provide advice on retirement plans, tax planning, succession planning, and maximizing business value. They manage investments with the authority to make trades without client approval, but clients can set restrictions.
Fee Structure
Schnell Financial Group's annual fee covers financial management services, including investment management, tax planning, personal income tax preparation, and estate planning. The fee is based on your net worth, excluding your personal residence and other non-business, non-investment property. The fees are fixed and not negotiable below the stated amounts, but may increase depending on the complexity of your situation.