Schroeder Capital Management provides financial planning covering various topics like net worth, cash flow, taxes, insurance, retirement, and estate planning. They also offer portfolio management services, creating customized portfolios based on your goals, time frame, and risk tolerance. Schroeder Capital Management may use model portfolios and requests authority to make trades without asking you first.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fee is negotiable based on the size of the account. They also charge a management and performance-based fee for qualified clients. The annual management fee is 1.50% on the first $50,000,000 and 1.00% above that. The performance fee is 15% of net returns.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...