Schemco, LLC
Firm details
- Headquarters
- ,
- CRD number
- 157066
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Schemco, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management tailored for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. Schemco, LLC does not engage in capital allocation and does not have a multi-state advisory presence. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and performance-based fees, allowing for flexibility in how they charge clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds40%
Contacts
1 of 1
Phillip Schemel
Managing PartnerCRD 1861052
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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