Christian Schmuck is a registered investment advisor at Green Room Partners LLC, based in San Francisco, CA, with 25 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $7.1M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Schedule is for Global Wealth Management. Over $10,000,000 the advisory fee will be subject to individual negotiations. Portfolio Management has a fee of 1.5% on the first $10,000,000 and a performance-based fee of 15% of the annual outperformance over a customized benchmark or the MSCI ACWI benchmark index.
Fee Estimator
Location
San Francisco, CA
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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
Christian is a senior consultant with AdvisIRy Partners, providing investor and public relations services and capital markets advice. He dedicates minimal time to this role, primarily arranging institutional investor meetings.
Employment History
Current Registrations
Green Room Partners LLC
Previous Registrations
Deutsche Bank Securities INC.Broker
Macquarie Capital (USA) INC.Broker
Mainfirst Securities US INC.Broker
Credit Agricole Cheuvreux North America, INC.Broker
State Registrations1 state
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