Lori G. Schram, Investment Advisor provides assistance in selecting mutual funds and other securities for self-directed IRAs, and security selection on a discretionary basis for investment accounts owned by individuals or families. Securities are limited to mutual funds, unit investment trusts, exchange traded instruments and bonds. Advice is provided to each client on an individual basis.
Assets Under Management$8.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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