Schaefer Wealth Management, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Schaefer Wealth Management offers investment management services, creating portfolios tailored to clients' goals and risk tolerance using stocks, bonds, exchange-traded funds, and mutual funds. They also offer financial planning services covering investment planning, retirement, estate, education, tax, and risk management. Schaefer Wealth Management may use sub-advisors to manage client assets. Educational seminars and newsletters are provided at no additional cost.
Assets Under Management$69M
Clients279
Advisors1
Avg. per Client$250K
Avg. per Advisor$69M
www.schaeferwealthmanagement.com ·www.facebook.com/schaeferwealthmanagementinc ·www.linkedin.com/schaeferwealthmanagementinc
Fee Structure
Minimum Investment:None
Schaefer Wealth Management charges between 0.50% and 1.50% of the value of your portfolio annually. You may also pay additional commissions or trading fees on trades made for you. Fees are negotiable. A one-time set-up fee of up to $250 may be charged.
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