Eric Schrum is a CFP-designated registered investment advisor at Schrum Private Wealth Management, LLC, based in Raleigh, NC, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 155 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schrum Private Wealth charges an annual advisory fee based on a percentage of the assets they manage. This fee generally ranges from 0.45% to 1.5%, depending on the size and composition of your portfolio, the services provided, and the advisor involved. The fee is calculated monthly using the average daily balance. Schrum Private Wealth may also charge a flat fixed advisory fee, which is individually negotiated.
Location
4325 Lake Boone Trail, # 225, Raleigh, NC, 27607
Get directionsHistory
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
Schrum Private Wealth Management, LLC
Previous Registrations
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Fidelity Brokerage Services LLCBroker
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.