Eric Schleien
Eric Schleien is a registered investment advisor at Granite State Capital Management, LLC, based in Round Rock, TX, with 11 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 27 clients with $7.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Granite State Capital Management charges an annual management fee plus a performance fee.
For clients who meet certain qualifications (based on assets or net worth), the annual management fee is 1% of your portfolio, plus 20% of any capital appreciation. This performance fee is subject to a high-water mark, meaning you only pay it on increases in value above the portfolio's previous high point.
For clients who do not meet those qualifications, the annual management fee is 2% of your portfolio for the first 5 years, and 1.5% thereafter.
Fees are negotiable and can be terminated with 30 days written notice.
Location
Round Rock, TX
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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 →Other Business Activities
Eric is the sole owner of Wyoming Warehousing & Safe Deposit Company, LLC, a private real estate investing business, dedicating minimal time. He also receives book royalties as a writer and provides coaching/consulting services through thinkingtribal.com, spending minimal time on this activity.
Employment History
Current Registrations
Granite State Capital Management, LLC
State Registrations3 states
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