FS
CFA
FS
CFA

Francois Maximilian Schramek

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
384 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$3M
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Location

1999 Avenue of the Stars, Suite 2500, Los Angeles, CA, 90067

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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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Employment History
Current Registrations
Manhattan West Asset Management, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2019 - April 2020 · 1 yr 3 mos
Pathstone Federal Street
November 2016 - September 2018 · 1 yr 10 mos
Convergent Wealth Advisors, LLC
January 2015 - October 2016 · 1 yr 9 mos
Convergent Wealth Advisors, LLC
August 2014 - December 2014 · 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Francois Maximilian Schramek - Financial Advisor | TrueAdvisor