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Schlager, Reid E. (Sugar Hill)


Schlager, Reid E. is a large advisory firm based in Sugar Hill. It manages $29.13 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2003.




Schlager, Reid E provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Schlager, Reid E: assets under management

The assets under management (AUM) of Schlager, Reid E. is $29.13 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.48 million in discretionary accounts and $2.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $802.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $377.74 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schlager, Reid E. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sugar Hill

The principal office where Schlager, Reid E. performs its advisory services is located at 5930 Lenox Park Place, Sugar Hill, GA 30518, which is also the mailing address of the firm. An additional office of the firm is in Carefree, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-541-5118. The normal business hours are 10am to 3pm on Monday - Friday.


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