Estate Performance Advisors manages investment portfolios and offers financial planning services for individuals and families. Estate Performance Advisors partners with SEI Investments Management Corp to provide professionally managed account solutions and mutual fund model portfolios tailored to each client's goals and risk tolerance. In addition to managing investments, Estate Performance Advisors provides hourly financial planning covering retirement income, taxes, estate planning, and insurance strategies. The firm is owned and operated by Kenneth Schroeder, who also maintains separate insurance businesses.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees may be negotiable. SEI charges separate program and fund-level fees ranging from 0.10% to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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