S. R. Schill & Associates, Inc.

S. R. Schill & Associates provides discretionary wealth management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and business entities, delivering ongoing portfolio management alongside comprehensive financial planning, legacy and tax planning, and investment policy documentation. The firm implements client financial plans and advises on insurance and other products when appropriate, while not acting as a seller of insurance or securities products.

The firm uses a menu of 25 model portfolio allocations across nine sectors (including large‑ and small/mid‑cap U.S. stocks, international, real estate, natural resources, and short‑, intermediate‑ and long‑term bonds), typically implemented with ETFs and publicly traded stocks and tailored when clients hold outside positions. Its analysis blends fundamental methods with technical, charting and cyclical approaches, and it conducts quarterly reviews that include rebalancing and tax‑loss harvesting where appropriate.

Several operational practices distinguish the firm from many peers: it maintains a non‑asset minimum approach by levying a firm minimum advisory fee and allows family assets to be considered together for fee purposes to broaden access to planning services. The adviser does not vote client proxies (clients receive proxies directly and may request voting guidance), does not accept external compensation for the sale of securities, and discloses potential custodial research or other benefits associated with recommended execution venues such as Charles Schwab; the firm is a small, long‑established practice managing roughly $143 million in client assets.