Kurt Schoeppler
Kurt Schoeppler is a CFA-designated registered investment advisor at International Management Advisors LTD., based in Waite Hill, OH, with 10 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 9 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and generally range from 0.75% to 1.00% of assets under management.
Fee Estimator
Location
Waite Hill, OH
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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 →Employment History
Current Registrations
International Management Advisors LTD.
Previous Registrations
International Management Advisors LTD.
Mccormack Advisors International LLC
State Registrations1 state
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