Erick Schenkhuizen
Erick Schenkhuizen is a registered investment advisor at US Capital Global Wealth Management, LLC, based in San Francisco, CA, with 33 years of industry experience. Erick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 50 clients with $25M 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 $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Financial Planning services are included in the above fees. Different fee structures may be available upon request. US Capital will not enter into a contract that will charge an asset-based fee of more than 3% annually.
Fee Estimator
Location
1 Ferry Building, Suite 201, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (2)
Judgment / Lien
November 2019Judgment / Lien
December 2018Employment History
Current Registrations
US Capital Global Wealth Management, LLC
Previous Registrations
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State Registrations1 state
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