Client account access, planning tools, and curated resources — including SRL's original retirement analysis and key government links for Social Security, Medicare, and tax planning.
Client account access
Access your investment accounts, view statements, check balances, and review trade confirmations through Charles Schwab's secure client portal.
Log in to Schwab Alliance ↗View your portfolio performance, access reports, and review account information through SRL's secure client reporting portal powered by Orion Advisor Technology.
Access client portal ↗Verify SRL's SEC registration, review our Form ADV filings, and check the background of our firm and investment adviser representatives. Maintained by the SEC for investor protection.
View SRL on IAPD ↗Planning resources
Seven interactive calculators covering mortgage payments, loan amortization, retirement projections, compound interest, required minimum distributions, tax equivalent yield, and Social Security break-even analysis.
Open calculatorsA One of the most comprehensive independent analyses of retirement savings strategy available — comparing 40 years of Traditional IRA, Roth IRA, and 401(k) outcomes using actual S&P 500 returns, with Social Security optimization and real state tax impact. This is the kind of thinking SRL brings to every client relationship.
Read the analysisFrom traditional policies to today's hybrid products, Partnership programs, and the rising cost of care — a comprehensive guide to one of retirement's most significant financial risks. Includes current cost data, future projections, and Medicare vs. Medicaid implications.
Read the guideAdvisory fee schedule
We are compensated solely through advisory fees — never commissions. When we work with individuals and families, we bundle account values to offer a lower tier fee structure. Fees are assessed annually and billed quarterly.
| Assets Under Management | Maximum Annual Advisory Fee |
|---|---|
| Assets up to $1 million | 1.25% |
| $1 million to $5 million | 1.00% |
| Assets above $5 million | Negotiable |
All fees are negotiable based on the complexity of your situation and the scope of services provided. Household accounts are bundled for fee calculation purposes. Certain accounts may be subject to a minimum quarterly fee. Please refer to our Form ADV Part 2A for complete fee disclosure.
Fee-only commitment
SRL is compensated solely by clients — never by commissions from product providers. This eliminates conflicts of interest in investment recommendations.
Fees are automatically deducted from your custodial account quarterly, or you may elect to pay directly.
Questions about fees?
We are happy to walk you through exactly what you would pay based on your specific situation.
Schedule a consultation →Government & regulatory resources
Create a my Social Security account to view your earnings record, get estimates of future benefits, manage your Social Security statement, and apply for benefits online. Understanding your Social Security benefit is a cornerstone of any retirement income plan.
Visit SSA.gov ↗Access tax forms, publications, and your online IRS account. Check the status of a refund, make a payment, review retirement contribution limits, and find guidance on IRAs, 401(k) plans, RMDs, and other tax-related topics relevant to your financial plan.
Visit IRS.gov ↗The EBSA protects the retirement, health, and other workplace benefits of American workers. A key resource for understanding ERISA rights, plan participant protections, retirement plan rules, and fiduciary responsibilities for both employers and employees.
Visit EBSA.dol.gov ↗The SEC's investor education portal — research financial firms, understand the difference between investment advisers and broker-dealers, and access tools to help you make informed decisions about your financial future.
Visit Investor.gov ↗A plain-language summary of SRL's services, fees, conflicts of interest, and our legal obligations to you as your investment adviser. Required by the SEC for all registered investment advisers.
Read Form CRSLinks to external websites are provided for your convenience only. Stolzer Rothschild Levy LLC does not endorse, control, or take responsibility for the content of any external site. Charles Schwab & Co., Inc. is an independent custodian and is not affiliated with SRL.
