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Jeffrey Schuur

Oakwood Capital, INC.
33 Years of Experience
St Louis Park, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffrey Schuur is a registered investment advisor at Oakwood Capital, INC., based in St Louis Park, MN, with 33 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 616 clients with $300M in assets under management.

Oakwood Capital, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
616 clients
Average Client Portfolio
$494K average
Assets Under Management
$304.2M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.90%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $2.0M1.40%
$2.0M - $3.0M1.20%
$3.0M - $5.0M1.00%
$5M+0.80%

Fees can be negotiable or assessed at a flat rate at the Advisor's discretion based on account size and prospective growth. Discretionary Oakwood portfolio management options feature separate lower tier rates ranging from 0.10% to 0.15%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

St Louis Park, MN

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History

Regulatory History (1)
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Regulatory
October 2025
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey sells life and long-term care insurance, dedicating a few hours per week. He also owns JRS, LLC for personal tax and financial planning, spending a few hours per week on this. Finally, he is an investment advisor representative of Oakwood Capital, Inc., spending about 10-20% of his time on this.

Employment History
Current Registrations
Oakwood Capital, INC.
January 2014 - Present · 12 yrs 9 mos
Oakwood Capital Securities, INC.Broker
July 1995 - Present · 31 yrs 3 mos
Previous Registrations
Gardner Advisors INC.
January 2014 - December 2020 · 6 yrs 11 mos
Workman Securities CorporationBroker
December 1994 - July 1995 · 7 mos
American Express Financial Advisors INC.Broker
October 1993 - December 1994 · 1 yr 2 mos
Ids Life Insurance CompanyBroker
October 1993 - December 1994 · 1 yr 2 mos
State Registrations18 states
AZCACOIAINKSMNMTNCNDNENVOHSDTXVAWAWI
AdvisorBrokerBoth

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.
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