Schauer Investment Management offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Schauer Investment Management primarily recommends equities but may use other securities to diversify portfolios. The firm seeks to make investment decisions in accordance with their legal duty to act in your best interest.
Assets Under Management$79M
Clients40
Advisors3
Avg. per Client$2M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are generally negotiable. For qualified clients, Schauer Investment Management also charges a performance-based fee of 20% on capital appreciation if the portfolio rises in value at least 10% for the calendar year, in addition to an annual fee of 1.00% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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