A.R. Schmeidler & Co., Inc. - Frequently Asked Questions

Managing high net-worth and institutional investment portfolios since 1971

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We pride ourselves on our accessibility and encourage frequent and open communication with our clients. Client satisfaction is the most appropriate measure of our success.


	Frequently Asked Questions

For your convenience we have provided answers to some of the most frequently asked questions. Should you wish to learn more about our company and our services, please don't hesitate to contact us.

Do any two clients' accounts look exactly the same or is each one managed separately?

Do financial consultants or customer representatives manage client accounts?

Do your managers invest in the same companies that you invest in for your clients?

What is your minimum size account requirement?

How do you charge for your services?

Do you charge any other fees to your clients?

Does A.R. Schmeidler & Co., Inc. hold clients' cash and securities?

If I wish to maintain a relationship with my broker while delegating the management to you, would you be willing to place the trades through her or him?

Will you work with my accountant, attorney, investment consultant and financial planner?

Has your firm ever participated in any unlawful activity?

Do any two clients' accounts look exactly the same or is each one managed separately?

We do not have a cookie-cutter approach and no two clients' accounts look exactly the same. Each client's account is managed to reflect its specific circumstances, including factors such as age, time horizon, return expectations, risk tolerance, income needs, service preferences and tax status.

Do financial consultants or customer representatives manage client accounts?

No. We do not employ financial or customer reps. Every client account is managed by two senior portfolio managers who are members of our investment policy group and involved in formulating our investment decisions. This also ensures both our collaborative approach and availability.

Do your managers invest in the same companies that you invest in for your clients?

Yes. We believe in the investments we make for our clients and invest our own money in the same securities.

What is your minimum size account requirement?

Because of the highly customized nature of our services our minimum account size is $1,000,000 in assets.

How do you charge for your services?

We charge a percentage of the assets under management as seen below:

Equity and Balanced Accounts	Fixed Income Accounts
1.25% per annum of the first $1 million 1.00% per annum of the next $20 million Negotiable thereafter	0.50% per annum of the first $15 million 0.35% per annum of the next $15 million Negotiable thereafter

Do you charge any other fees to your clients?

No. The only fee we charge is for our account management.

Does A.R. Schmeidler & Co., Inc. hold clients' cash and securities?

No. Cash and securities in client accounts are placed in the custody of major brokerage firms such as J.P. Morgan Clearing Corp., Fidelity and Pershing, giving our clients access to the administrative services and insurance protection provided by these institutions.

If I wish to maintain a relationship with my broker while delegating the management to you, would you be willing to place the trades through her or him?

Yes. If you have relationships with brokers that you wish to keep, we are pleased to accommodate your request.

Will you work with my accountant, attorney, investment consultant and financial planner?

Yes, we welcome the opportunity. We currently work with clients' advisors and coordinate our management with their tax, estate and financial planning needs.

Has your firm ever participated in any unlawful activity?

No.

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