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 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
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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