SchierWealth Investment Plans

We believe smart investing begins with smart choices.

That’s why each of our plans is crafted to balance opportunity with security, tailored to your financial journey.

$10,000.00 $7

Starter Plan

Start your wealth journey with confidence.

Fully managed portfolio with diversified digital assets and traditional investments.

Quarterly performance updates and simple reporting

Access to educational resources on crypto and digital markets

Consent only required for significant investment moves

$25,000.00 $17.5

Growth Plan

Build your wealth with structured growth strategies.

Actively managed portfolio designed for growth across crypto and traditional markets

Semi-annual performance review with strategy updates

Risk management handled entirely by SchierWealth

Tax-efficient investment guidance

$50,000.00 $35

Momentum Plan

Accelerate your wealth potential with strategic insights.

Diversified portfolio with active trading by our experts

Monthly performance updates and strategy adjustments and Access to advanced market research and insights

Preliminary estate planning guidance

Client consent sought only for major portfolio changes

$100,000.00 $70

Prestige Plan

Experience wealth management crafted for your ambitions.

Fully bespoke portfolio managed by SchierWealth, integrating crypto, digital assets, and traditional markets

Quarterly detailed review and predictive scenario planning

Access to exclusive private offerings

Tax optimization and personalized wealth advice

Consent requested only for significant strategic moves

$500,000.00 $350

Elite Plan

Advanced strategies for sophisticated investors.

High-level portfolio management with active trading in crypto,and alternative assets

Private consultation and market outlook reports.

Exclusive investment opportunities

Estate planning, philanthropy guidance, and tax optimization

Significant trades require client consent; routine management is handled entirely by our team

$1,000,000.00 $0.7

Private Wealth Plan

Your wealth, managed with absolute discretion and precision.

Fully bespoke, actively managed portfolio including institutional-grade crypto funds

Dedicated private wealth team with 24/7 access

Advanced tax-efficient structures and estate planning

Access to invite-only investment opportunities, venture deals, and private placements

Personalized family office services including succession planning and philanthropy

Satisfied clients around the world served since inception

Worldwide clients referred by our satisfied clientele

Client Retention Rate

Years of proven financial expertise in wealth management planning.

Get free advice by speaking to one of our financial advisers over the phone or just submit your details and we’ll be in touch shortly.