Schrum Private Wealth Management, LLC is a highly regarded investment advisory firm based in Saint Augustine, FL, with a strong presence in the industry. With two offices, the firm is dedicated to providing comprehensive financial solutions to its clients. The team consists of three experienced professionals, all of whom specialize in investment advisory services.
Each investment advisor at Schrum Private Wealth Management manages an average of approximately $44,000,000 in assets under management, showcasing their ability to handle substantial portfolios while delivering personalized attention. The firm's compensation structure i...
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Assets Under Mgmt
$132.01M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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