At Schulmerich & Associates, we embrace our role as a fiduciary, a responsibility that means we must always act with your best interest in mind. As a fiduciary, we are different from traditional personal financial advisors who are brokers. This is a distinction we are proud of and that benefits you.
You don't need to worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interests we have in serving you. We earn our fee by not charging you a commission on securities trades like stockbrokers, but by levying a fee for ongoing money management.
You don't need to worry about hidden fees or a hidden agenda because, as an RIA, we are required by law to fully disclose any conflicts of interests we have in serving you. We earn our fee by not charging you a commission on securities trades like stockbrokers, but by levying a fee for ongoing money management.
Services
First, we counsel with you and listen to your financial goals and objectives. This is a conversation where we can collect information about your specific needs, investment experience and risk tolerance. We then analyze and evaluate your overall financial situation. We jointly reach a determination as to what funds should be allocated for growth, dividend income and what should be held separately as fixed income or cash.
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