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Schubert & Company, Inc.
Mckinney, Texas
5.0
31 Reviews
Schubert & Company, Inc. is a reputable investment advisory firm headquartered in McKinney, Texas. With a comprehensive portfolio of over 50 individual clients, the company proudly manages an impressive $332,705,000 in assets. As a local firm, Schubert & Company, Inc. focuses on delivering personalized and tailored investment strategies to its valued clients.
The firm's commitment to excellence is evident in their 100% discretionary management of client assets, ensuring flexibility and agility in decision-making. Primarily catering to high-net-worth individuals, Schubert & Company, Inc. is adept at handling complex financial port...see more
Assets Under Mgmt
$332.7M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Other: FAMILY OFFICE AND TRUST SERVICES
Reviews for Schubert & Company, Inc.
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