Firm
Schuchard Capital Management
Sterling Heights, Michigan
Fee-only
Schuchard Capital Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 195 individual clients, 93 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 197 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Sterling Heights, Michigan |
|---|---|
| Phone | (586) 295-2099 |
Schuchard Capital Management fees
Schuchard Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $326 million |
| Individual clients | 102 |
| High-net-worth clients | 93 |
| Accounts managed | 197 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-32441) |
| Financial planning | Offered |
| Form ADV filed | February 22, 2026 |
| SEC record | CRD 105528 |