Schumacher Financial, LLC (SFL) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. SFL also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt management. SFL generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds.
Fee Structure
Schumacher Financial charges an annual fee based on the value of your portfolio. The exact percentage is negotiable and will be outlined in your advisory agreement. You can end the agreement within five business days for a full refund. After that, you can terminate with 30 days' written notice.