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Schuyler Huck

18 Years of Experience
Knoxville, TN

Schuyler Huck is a registered investment advisor at Gulfstream Capital, based in Knoxville, TN, with 18 years of industry experience. Schuyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 73 clients with $84M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
73 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$83.8M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.70%
$10.0M - $25.0M0.50%
$25.0M - $50.0M0.30%
$50.0M - $100.0M0.25%
$100M+0.20%

Fees are negotiable. The F-4 Strategy has a flat 2% annual fee. Qualified clients may also pay a performance fee of 20% of the profit for a given quarter.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5731 Lyons View Pike, Suite 214, Knoxville, TN, 37919

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Schuyler is a representative of Gulfstream Capital, LLC, managing the firm's private investment funds, which presents a conflict of interest. He also serves on the board of directors of Tiger Intelligence, a cybersecurity firm, dedicating minimal time to this role.

Employment History
Current Registrations
Gulfstream Capital
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Keel Point Advisors, LLC
December 2009 - April 2013 · 3 yrs 4 mos
Gulfstream Capital Management
June 2009 - November 2009 · 5 mos
Alpha Advisors, LLC
June 2007 - October 2009 · 2 yrs 4 mos
State Registrations1 state
TN
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.
Schuyler Huck - Financial Advisor | TrueAdvisor