James Schroeder
James Schroeder is a registered investment advisor at Covered Edge Asset Management, LLC, based in Roseville, CA, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 68 clients with $17M 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 $100K | 1.50% |
| $100K - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for amounts above $2,000,000. Qualified clients may be charged a performance based fee of 15% of net profits above a mutually agreed upon high water mark.
Fee Estimator
Location
Roseville, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Covered Edge Asset Management, LLC
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
State Registrations1 state
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