Schumpert Investments provides financial planning and investment management services to individuals, high net worth individuals, corporations, and other businesses. Financial planning includes retirement and cash flow planning, investment review, and insurance policy review. Investment management services incorporate personalized asset allocations using equities, mutual funds, and exchange-traded funds.
Assets Under Management$7.4M
Clients69
Advisors1
Avg. per Client$110K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Subject to $100 minimum monthly fee ($1,200 annually). Clients with investment asset values lower than $89,000 will incur investment management fees that are higher than the stated annual rate. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...