Schabell Financial provides personalized investment management and standalone financial planning services. The firm builds tailored portfolios primarily using exchange-traded funds and mutual funds, taking into account each client's goals, time horizon, and risk tolerance. Investment management clients receive continuous supervision and regular portfolio reviews. For those seeking advice without ongoing management, Schabell Financial offers standalone financial plans and portfolio evaluations for a flat fee. The firm operates as a registered investment advisor in Illinois and is owned by Brandon Schabell, who also maintains outside activities including software engineering and tax preparation.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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