BloomSchon CPAs LLC is a Certified Public Accounting firm that partners with investment advisors to provide investment advice to individuals and families. BloomSchon reviews clients' asset allocation, diversification, portfolio monitoring, performance, and estate planning. Clients select the portfolio manager whose investment philosophy matches their risk tolerance and can set restrictions on investments.
Fee Structure
BloomSchon CPAs introduces clients to outside investment advisors and shares in the advisor's management fee. BloomSchon's fee is a percentage of the outside advisor's fee, not an additional charge. BloomSchon is paid quarterly based on the value of your portfolio. BloomSchon may also be paid hourly or a fixed fee for financial, estate, or income tax planning.