Schear Investment Advisers manages investment accounts and provides advice about securities. The firm tailors its advice to each client's individual needs. Clients are encouraged to take an active role in managing their investments. The firm does not maintain custody of client assets, which are held at Charles Schwab.
Fee Structure
Schear Investment Advisers offers investment services for a fee, typically between 0.25% and 1.25% of the value of your portfolio. The exact fee is negotiated with the investment advisor based on the size of your account and the types of investments held. The fee is calculated quarterly and paid in advance. There is a minimum annual fee of $100 for accounts less than $10,000 per household, but currently no one is charged this fee.