Samuel Schuette
Samuel Schuette is a registered investment advisor at Greenup Street Wealth Management LLC, based in White Bear, MN, with 19 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 754 clients with $660M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
White Bear, MN
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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
Greenup Street Wealth Management LLC
Previous Registrations
Triad Advisors LLCBroker
Onedigital Investment Advisors
Capstone Advisory Group LLC
Cambridge Investment Research, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations1 state
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.