Marshall Schutt is a registered investment advisor at Schutt Capital Management LLC, based in Richmond, VA, with 17 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 66 clients with $74M 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 $750K | 1.50% |
| $750K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Client assets invested in mutual funds or exchange-traded funds will also incur fees directly payable to the mutual or exchange-traded fund manager. Client assets invested in equity mutual funds or ETFs, fixed income mutual funds and ETFs, alternative investments or funds, and commodities, currency and commodity funds or ETFs are charged up to 0.50% of respective AUM. Schutt Capital Management reserves the right to negotiate fees. Some clients pay more or less than others based on certain factors such as the type and size of the account, and the existence of related accounts.
Fee Estimator
Location
121 Shockoe Slip, Lower Suite, Richmond, VA, 23219
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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
Schutt Capital Management LLC
State Registrations3 states
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