Overview

Headquarters
Cincinnati, OH
Total Firm Assets
$269 million
Average High-Net-Worth Client Portfolio Size
$5.7 million

Fee Disclosure

Source: ADV FORM PART 2A - SCHEAR INVESTMENT ADVISERS, LLC (2026-10-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 0.25% – 1.25%

Stated Minimum Annual Fee: $100

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $62,500 1.25%
$10 million $125,000 1.25%
$50 million $625,000 1.25%
$100 million $1,250,000 1.25%

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
80.66%
Number of High-Net-Worth Clients
38
Total Client Accounts
193
Discretionary Accounts
193

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number
146401
  • ADV FORM PART 2A - SCHEAR INVESTMENT ADVISERS, LLC (2026-10-21) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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