S. R. Schill & Associates, Inc.

S. R. Schill & Associates, Inc. is a financial advisor firm established in 1987 and located in Mercer Island, WA. The firm specializes in wealth management services, offering discretionary portfolio management based on individual investment goals, time horizons, objectives, and risk tolerance. Clients authorize the firm to execute investment transactions based on the agreed-upon investment program. The firm provides services such as legacy and tax planning, financial advice, and investment policy statements. Clients have the option to impose restrictions on investments. For fees and compensation, S. R. Schill & Associates charges an annual investment advisory fee based on total assets under management. The fee schedule is non-negotiable and billed quarterly in advance. The firm does not sponsor wrap fee programs and has assets under management totaling $232,949,457 for discretionary amounts and $211,360 for non-discretionary amounts as of September 1, 2023. The firm's investment strategy involves fundamental analysis, technical analysis, charting, and cyclical analysis. Clients do not have a minimum account requirement to open an account, but there is a minimum fee of $2,499. The firm has a fiduciary duty to act in the best interests of clients. Clients receive quarterly account statements from qualified custodians, and the firm has limited custody due to direct fee deductions. The firm also provides information about the educational background and business experience of its principal executives.