Scherer Financial Advisory Services, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Scherer Financial Advisory Services (SFAS) offers financial planning, portfolio management, and general consulting. SFAS works with clients to understand their financial situation, set goals, and create an investment plan. SFAS manages client portfolios on a discretionary or non-discretionary basis. SFAS may utilize Raymond James asset-based fee account programs.
Assets Under Management$140M
Clients163
Advisors3
Avg. per Client$850K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.80% |
Fees are negotiable. SFAS can charge up to 2.00% annually on accounts of less than $100,000. Fees for the management of 529 plans will be charged a flat 0.25% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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