Schuler Wealth Planning offers financial planning and investment management services to individuals. Services include financial planning, asset management, account coordination, tax planning, education funding planning, retirement planning, risk management review, and estate planning suggestions. Schuler also offers financial coaching for assistance with individual financial topics.
Fee Structure
Schuler Wealth Planning offers ongoing financial planning and investment management services for an annual fixed fee. The base fee depends on your situation (single/married, W2 earner/business owner/retiree), plus an additional fee based on the amount you have invested:
- Under $500K — $0 additional fee
- $500K - $1M — $1,500/year
- $1M - $3M — $3,500/year
- $3M - $5M — $7,500/year
- $5M - $10M — $12,500/year
- $10M+ — Negotiable
Fees are billed monthly. Altruist may charge an additional annual fee of up to 0.18% based on the total value of your portfolio.