Stephen Schuler
Stephen Schuler is a registered investment advisor at Focus Partners Wealth, LLC, based in Bethesda, MD, with 42 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
7475 Wisconsin Ave., Suite 600, Bethesda, MD, 20814
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Regulatory History (1)
Regulatory
August 1993Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Bridgewater Wealth & Financial Management, LLC
Maryland Capital Management, LLC
Maryland Capital Management INC
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.