SS
CFP
SS
CFP
Stephen Schulmerich
36 Years of Experience
Eagle, ID
3 Disclosures
Stephen Schulmerich is a CFP-designated registered investment advisor at Schulmerich & Associates Asset Management, LLC, based in Eagle, ID, with 36 years of industry experience. Stephen 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 392 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
392 clients
Average Client Portfolio
$328K average
Assets Under Management
$128.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.30% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Eagle, ID
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2025Final
Regulatory
September 1992Final
Regulatory
March 1991Final
Employment History
Current Registrations
Schulmerich & Associates Asset Management, LLC
April 2025 - Present · 1 yr
Previous Registrations
Pacific West Securities, INC.Broker
June 2000 - February 2005 · 4 yrs 8 mos
Pacific Harbor Securities, INC.Broker
February 1994 - July 2000 · 6 yrs 5 mos
Schulmerich & Associates Asset Management LLC
December 1993 - December 2007 · 14 yrs
Royal Alliance Associates, INC.Broker
November 1989 - February 1994 · 4 yrs 3 mos
Integrated Resources Equity CorporationBroker
March 1987 - November 1989 · 2 yrs 8 mos
Integrated Resources Equity CorporationBroker
February 1983 - November 1989 · 6 yrs 9 mos
American Capital Financial Services, INC.Broker
August 1980 - January 1984 · 3 yrs 5 mos
Cal-Western Securities CO.Broker
May 1979 - March 1984 · 4 yrs 10 mos
California-Western States Life Insurance CompanyBroker
May 1979 - March 1984 · 4 yrs 10 mos
Southwestern Management & Research CorporationBroker
March 1972 - May 1979 · 7 yrs 2 mos
State Registrations3 states
FLIDWA
Advisor
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.