The Schamber Group provides personalized investment management and financial planning consulting services to individuals, high-net-worth individuals, corporations, and retirement plans. Founded in 2013 and based in Lafayette, Indiana, the firm tailors its investment strategies to match each client's specific risk tolerance and goals, utilizing asset allocation, dollar-cost averaging, and long- or short-term purchases. In addition to portfolio management, The Schamber Group offers consulting in areas such as risk assessment, investment planning, estate planning, and retirement planning. Clients can establish accounts through recommended independent custodians like SEI Investments or Matrix Trust Company.
Fee Structure
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 charged monthly in arrears. The firm has sole discretion to negotiate lower fees or waive them.