B.A. Schrock Wealth Management provides investment advice and financial planning. The firm offers asset management services where they manage your investments based on your financial situation, goals, and risk tolerance. They also offer financial planning services to asset management clients, creating modular plans covering specific areas of concern. B.A. Schrock Wealth Management can also refer clients to third-party money managers.
Assets Under Management$200M
Clients633
Advisors5
Avg. per Client$320K
Avg. per Advisor$40M
www.facebook.com/baschrockfinancialgroup ·baschrock-fg.com ·www.linkedin.com/company/b-a-schrock-financial-...
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on client type, complexity, potential for additional deposits, relationship with advisor, and total assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...