Jeremy Schwab is a CFP-designated registered investment advisor at Sugar Maple Asset Management, LLC, based in Sister Bay, WI, with 19 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 205 clients with $260M 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 - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts over $10,000,000. An additional 0.40% may be charged for assets held in an irrevocable trust. A separate individual stock portfolio includes an additional 0.25% fee.
Fee Estimator
Location
2580 S Bay Shore Drive, Suite C, Sister Bay, WI, 54234
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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
Jeremy is the owner and president of CAVU Capital Partners, a private fund, since December 2020. He spends a few hours per week on this business, some of which are during trading hours, and directs employees.
Employment History
Current Registrations
Sugar Maple Asset Management, LLC
Previous Registrations
Admiral Asset Management, LLC
LPL Financial LLC
Uvest Financial Services Group, INC.
Baker Tilly Investment Advisors
State Registrations2 states
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.