The Schamber Group (TSG) provides investment advice and financial planning to individuals, high net worth individuals, corporations, and pension and profit-sharing plans. TSG helps clients with investment objectives, asset allocation, and written investment strategies. TSG also offers financial planning consulting services, including risk assessment, investment planning, estate planning, retirement planning, and financial organization.
Assets Under Management$52M
Clients34
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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