Transparent Pricing. Goal Focused.

Fee-only structure designed for objective advice and total confidence.

One-Time Strategy
Goal Blueprint
$1,000
  • Goal Milestones: Defining your path.
  • Tax Mapping: Maximizing net gains.
  • Risk Audit: Protecting your progress.
  • Estate Review: Purposeful legacy planning.
Outcome: A custom Execution Plan. We provide the expert logic; you manage the implementation.
Continuous Partnership
Full Management
1.00% / Year*
  • Goal Attainment: Full implementation.
  • CFA Oversight: Institutional rigor.
  • Tax Optimization: Proactive annual planning.
  • Behavioral Coaching: Staying on track.
Result: "Work-Optional" life. We handle the technical complexity so you can focus on living.

*Tiered Management Fees

First $5M1.00%
$5M – $10M0.90%
Above $10M0.80%

Schroeder Capital is fee-only. We accept no commissions, ensuring 100% alignment with your goals.

Ready to get started with financial planning? Schedule your introductory call today.