Schemco, LLC

RIASEC Registered
Total AUM
$6.4M
Discretionary
$6.4M
100% of AUM
Avg account
$1.1M
Accounts
6
Employees
1
Advisory reps
1

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

FINTRX

Overview

Schemco, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, along with small-business accounts, by providing financial planning and discretionary portfolio management. Its fee schedule includes asset-based fees, hourly billing, and the possibility of performance-based fees, indicating flexibility in client engagements and compensation arrangements. Schemco does not identify as an ESG investor, is not structured as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The firm's primary advisory activities are financial planning and portfolio management for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 60%, US Government Bonds 40%60%
  • Exchange Traded Equities60%
  • US Government Bonds40%

Contacts

1 of 1
  • Phillip Schemel

    Phillip Schemel

    Managing PartnerCRD 1861052

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth