Schneider Downs Wealth Management Advisors, LP
Assets Under Management
$2.9B
Number of Clients
756
Number of Advisors
22
Average Client AUM
$3.9M
AUM per Advisor
$132.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Schneider Downs Wealth Management Advisors offers investment management and financial planning through SD WMA Personal Financial Services, and retirement plan services through SD WMA Retirement Solutions. Services include discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $18.0M | 0.60% |
| $18.0M - $23.0M | 0.40% |
| $23M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Investment management fees for SDWMA Personal Financial Services are based on a percentage of assets under management. For accounts over $1,000,000, the annual fee starts at 1.00% on the first $1,000,000. Fees may be negotiable. Financial planning services are generally included for investment management clients with household assets above $1,000,000. Otherwise, financial planning fees may be charged as a fixed fee or hourly rate ($250-$350/hour). Retirement Solutions fees range from 0.20% to 1.00% of AUM or are negotiable as a flat or project fee. SD Advantage IRA Platform fees will not exceed 0.75% annually and may be negotiated.
Areas of Practice
Location
One Ppg Place, Suite 1700, Pittsburgh, PA, 15222