Schenkelberg Investments offers investment management through separately managed accounts and financial planning services. Investment strategies are tailored to individual client needs based on a client questionnaire. Financial planning covers investment, retirement, insurance, tax, and education planning. Clients can access Schenkelberg's management services through programs sponsored by other advisors or broker-dealers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 0.00% |
| $10K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
These fees apply to the Opportunistic Diversified Strategy and Opportunistic Diversified Income Strategy. The Opportunistic Diversified Tax Aware Strategy has a different fee schedule: 1.25% on the first $1,000,000, 1.10% on amounts between $1,000,001 and $5,000,000, and 1.00% on amounts above $5,000,001. Fees are negotiable.