Schmidt, Scotland, Cottier is an independent investment advisor focusing on managing wealth for individual investors. The firm offers portfolio management services, investing in a mix of assets like stocks, bonds, exchange traded funds, and mutual funds tailored to each client's needs. The firm does not specialize in a particular area. They work with clients to understand their financial picture, budgetary needs, goals, risk tolerance, and diversification preferences.
Assets Under Management$20M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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