Schemco, LLC fees and pricing

Financial planner in Westport, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 9, 2024, Schemco, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 9, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $250.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are paid daily in arrears, and clients may terminate their contracts with thirty days’ written notice.”
“Because fees are charged in arrears, no refund policy is necessary.”
“Fees are paid monthly in arrears, and clients may terminate their contracts with thirty days’ written notice.”

Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.
2 of the 7 other planners in Westport that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2011 (15 years).

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 6
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $6,400,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 157066
Phone: (203) 557-0945

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.