Schenley Capital, INC
Assets Under Management
$75.6M
Number of Clients
99
Number of Advisors
1
Average Client AUM
$764K
AUM per Advisor
$75.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Schenley Capital, Inc. offers portfolio management services tailored to individual client needs, including discretionary and non-discretionary options, and may utilize third-party investment advisers. They also provide financial planning services, creating detailed plans based on client goals and financial situations. Consulting services are available for specific financial topics. They primarily advise on stocks, bonds, mutual funds, and ETFs.
Fee Structure
Portfolio management fees are based on a percentage of assets under management (AUM), as detailed in the fee table. These fees are billed quarterly in arrears. A minimum of $250,000 of AUM is required, but this may be negotiable. Financial planning fees are fixed, ranging from $500 to $5,000, based on complexity and estimated hours. Consulting services are billed at $350 per hour. Clients are also responsible for custodian and broker-dealer fees. Insurance commissions are separate from advisory fees.
Areas of Practice
Location
417 Walnut Street, Suite 200, Sewickley, PA, 15143-1578