Eric Schuler is a registered investment advisor at Schuler Capital Management LLC, based in Sonoma, CA, with 7 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 8 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. When the scope and complexity of the services warrant, the asset-based fee may go up to 2%.
Fee Estimator
Location
Sonoma, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Schuler Capital Management LLC
State Registrations1 state
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