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S. R. Schill & Associates Financial Planners & Advisors

Tel: 206-275-2700
2448 76th Ave SE, Suite 107
Mercer Island, WA 98040
S. R. Schill & Associates Financial Planners & Advisors | Financial Advisor in Mercer Island ,WA

We're a family, here for your family


About S. R. Schill & Associates Financial Planners & Advisors

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.

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General Information

Firm Start Year:   1987
No. of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade
Work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors, Investment Clubs
Advisory Services Provided:   Financial Advice & Consulting, Portfolio Management

Services

Investment Types:   Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Annuities, Mutual Funds
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference

Firm Information

Firm's Number of Clients:   165
Assets Managed by Firm:   $260,000,000

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

Financial Services

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.

Portfolio Management

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.


Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1889462/wiseradvisor-s.-r.-schill-&-associates-financial-planners-&-advisors-detailed-disclosure.html

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

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

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