Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > mckinney > SCHUBERT & COMPANY, INC.
SCHUBERT & COMPANY, INC.
5900 S. Lake Forest Drive
Suite 280
Mckinney, Texas 75070
Tel: 972-422-1010
About SCHUBERT & COMPANY, INC.
SCHUBERT & COMPANY, INC, formally registered with the SEC as SCHUBERT & COMPANY, INC. The firm was established in 04/27/2020. They have over 1 offices throughout the country.
SCHUBERT & COMPANY, INC. is a Mckinney, Texas based Financial Planning firm with nearly $403,452,921 assets under management, offering retirement planning & investment advisory services to 603 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114702 |
| SEC# | 801-118534 |
| Assets Managed by Firm | $403,452,921 |
| No. of Clients | 603 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (FAMILY OFFICE AND TRUST SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 603 | $403,452,921 |
| Individuals (other than high net worth individuals) | 45 | $10,821,106 |
| High net worth individuals | 55 | $340,614,210 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,563,188 |
| Charitable organizations | 6 | $50,454,417 |
More Retirement Planning firms in Mckinney, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Mckinney, Texas