Sarah Schroeder is a registered investment advisor at Coinbase Advisors, based in New York, NY. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Coinbase Advisors does not charge any direct fees for its investment advisory services. Clients are responsible for brokerage commissions, account maintenance fees, settlement charges, and product-level fees associated with their investments through their qualified custodian or Coinbase account.
Location
New York, NY
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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
Coinbase Advisors
State Registrations3 states
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
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