… */
How S. R. SCHILL & ASSOCIATES, INC. Helps Clients – Key Takeaways:
S.R. SCHILL & ASSOCIATES, INC. is a reputable financial advisory firm that specializes in providing comprehensive financial planning and investment management services to its clients. This renowned firm is known for its expertise and dedication to helping individuals and families achieve their financial goals and secure their financial future.
Facts and Insights
S.R. SCHILL & ASSOCIATES, INC. was founded in 2005 and is headquartered in New York City. Over the years, the firm has established a strong reputation as a trusted and reliable financial advisor, catering to a diverse clientele. The firm currently manages over $500 million in assets under its management and is comprised of a team of highly skilled and experienced financial advisors who are committed to providing top-notch financial guidance and services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 Million | 10 | 15 Years |
Financial Services Offered
S.R. SCHILL & ASSOCIATES, INC. offers a wide range of financial services to its clients, including but not limited to:
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Estate Planning
- Insurance and Risk Management
- Education Planning
Client Types
S.R. SCHILL & ASSOCIATES, INC. caters to a diverse clientele, including high-net-worth individuals, families, and small business owners. The firm believes in building long-term relationships with its clients and tailors its services to meet the unique needs and goals of each individual client.
Fees & Compensation
S.R. SCHILL & ASSOCIATES, INC. charges a fee based on a percentage of assets under management. The firm believes in complete transparency and works with its clients to ensure they fully understand all aspects of the fees and compensation structure.
Background
S.R. SCHILL & ASSOCIATES, INC. was founded by Steven R. Schill, who has over two decades of experience in the financial services industry. He holds the prestigious Certified Financial Planner (CFP®) designation and is dedicated to staying up-to-date with the latest financial trends and strategies to provide the best possible service to his clients.
Financial Advisor Disclosures to Know
S.R. SCHILL & ASSOCIATES, INC. is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). The firm has a fiduciary duty to act in the best interests of its clients at all times and is committed to maintaining the highest ethical standards in its operations.