Brent Schneider is a registered investment advisor at Oarsman Capital, INC, based in Milwaukee, WI, with 25 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 655 clients with $930M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
These fees are for clients other than LRC clients. LRC clients have a different fee schedule. Subject to a minimum account size of $1,000,000 (though this may be waived at OCI’s or LRC’s discretion).
Fee Estimator
Location
759 North Milwaukee Street, Milwaukee, WI, 53202
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Brent is a registered representative and independent contractor with Harbour Investments. This activity is investment-related.
Employment History
Current Registrations
Oarsman Capital, INC
Previous Registrations
Unger Capital Management, INC.
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.