Schuylkill Financial (SF) manages investment portfolios using asset allocation strategies tailored to individual client goals. They offer both discretionary and non-discretionary account management. SF also provides financial planning services, creating detailed plans to address various financial concerns like retirement, taxes, and estate planning. Investment recommendations are limited to products offered through Fidelity and insurance products through Crump Group.
Assets Under Management$110M
Clients134
Advisors2
Avg. per Client$810K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees and account minimums are negotiable. Discounts may be offered to family members and friends. Certain legacy client agreements may be governed by different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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