Schemco, LLC provides ongoing portfolio management tailored to each client's goals, risk tolerance, and time horizon. This includes creating an investment policy statement and selecting suitable investments. Schemco also offers financial planning services covering areas like retirement, college, and tax planning. Clients can impose restrictions on investments based on their values, but Schemco may terminate the relationship if these restrictions hinder their ability to properly service the account.
Assets Under Management$6.4M
Clients6
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable. Accredited investors may be charged a performance-based fee of 10% of net profits above a mutually agreed-upon high water mark, in addition to a 1.00% asset-based management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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