Schooner Wealth Management provides investment management and financial planning services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning is bundled with portfolio management and includes retirement planning, estate planning advice, tax strategies, risk management, and wealth transfer planning. Schooner also assists clients nearing or in retirement with designing income solutions.
Assets Under Management$5M
Clients5
Advisors1
Avg. per Client$1M
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Schooner Wealth Management charges a fee based on the value of your portfolio, calculated quarterly. The fee schedule is as follows:
- 1.00%–1.25% on the first $1 million
- 0.75%–1.00% on the next $2 million ($1 million–$3 million)
- 0.50%–0.75% on amounts over $3 million
Fees are negotiable.
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