SW
CFP
SW
CFP

Schuyler Winter

20 Years of Experience
Sewall'S Point, FL

Schuyler Winter is a CFP-designated registered investment advisor at Van Rensselaer Management LLC, based in Sewall'S Point, FL, with 20 years of industry experience. Schuyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$16.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sewall'S Point, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Schuyler serves on several charitable boards, including Squadron A Association and Foundation (where he is also Treasurer), Norwalk Symphony Orchestra (Finance Committee), and The Saint Nicholas Society of the City of New York (Finance Committee). These activities are not investment-related.

Employment History
Current Registrations
Van Rensselaer Management LLC
October 2007 - Present · 18 yrs 7 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
November 2005 - August 2007 · 1 yr 9 mos
State Registrations1 state
CT
Advisor

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.

Exams
No exam information available for this advisor.
Schuyler Winter - Financial Advisor | TrueAdvisor