Kurt Schuler
Kurt Schuler is a registered investment advisor at Old Mission Investment Company, LLC, based in Traverse City, MI, with 33 years of industry experience. Kurt 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. Their firm serves 982 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Old Mission Investment Company charges a fee based on the value of your portfolio, ranging from 0.25% to 1.75% annually. The exact fee is negotiable depending on the size and complexity of your account. Fees are charged quarterly in advance. If you keep a substantial amount of cash in a money market account, Old Mission may make accommodations to keep those assets in a non-fee account.
Location
880 Munson Avenue, Suite B, Traverse City, MI, 49686
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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
Kurt is a principal and representative at Old Mission Investment Co., LLC, a registered investment advisory, spending about half his time there. He also serves as Chief Information Officer for Old Mission Trust Co., dedicating minimal time to organizing and maintaining systems for client data.
Employment History
Current Registrations
Old Mission Investment Company, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
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.