S. R. Schill & Associates is a family run business with a process that provides a full range of services. Our process is the heart of everything we do and has been since Stanley R. Schill founded the firm over 30 years ago. It encompasses all aspects of acquiring, managing and growing wealth from short and long term strategies that consider all aspects of your financial life to investment advice that's tailored to your personal situation. We're a family, here for your family.
|Firm Start Year:||1987|
|Name of Custodial Firm:||TD Ameritrade|
|Number of Years with Current Firm:||33|
|I work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations, Investment Clubs|
|Advisory Services Provided:||Portfolio Management, Financial Advice & Consulting|
|Investment Types:||Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Annuities|
|I can meet clients in the following ways:||Via Email, Video Conference, Via Phone, At my office, At your home, At your office|
|Firm's Number of Clients:||165|
|Assets Managed by Firm:||$230,000,000|
|Advisor's Number of Clients:||165|
|Assets Managed by Advisor:||$225,000,000|
|Registered Investment Advisor:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Additional Details on Charges:||No minimum assets required|
|Minimum Fee Charged for Managed Accounts:||AR|
|Minimum Fee Charged for Hourly Planning Accounts:||AR|
Since 1987, S. R. Schill & Associates has been helping our clients realize their dreams-- dreams of financial security, sending their children to college and enjoying their retirement. We are a family-run business that provides a full range of wealth management services for individuals and families while placing an emphasis on one-on-one relationships. We make it possible for everyone to have a financial plan prepared by a fee-only fiduciary.
Financial Advice & Consulting
A comprehensive financial plan is at the heart of our process, driving the recommendations and investment decisions that we make for you. The plan we develop is dynamic and evolves with you as your life needs and goals change. With your plan, we can consider alternate scenarios and perform "what-if" analysis to help you better make and understand the impact of specific financial decisions.
Our investment process involves over 25 different portfolio allocations ranging from conservative to aggressive and incorporates both a disciplined strategic model and reasoned tactical decisions. In implementing your plan, we will find an allocation that is right for you.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|