Schreier Financial, LLC offers financial planning and investment management services to individuals, families, small businesses, trusts, and estates. Schreier Financial works with clients to define financial objectives and develop strategies for reaching those objectives, including cash flow and budget management, tax planning, risk exposure review, education funding, retirement planning, and estate planning.
Assets Under Management$620K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$620K
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $115K | 1.50% |
| $115K - $2.0M | 0.90% |
| $2M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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