Jared Schumacker
Jared Schumacker is a registered investment advisor at Park Avenue Securities LLC, based in Madison, WI, with 5 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
8010 Excelsior Drive, Suite 200, Madison, WI, 53717
Get directionsHistory
Regulatory History (1)
Criminal
December 2001Other Business ActivitiesSells Insurance
Jared sells outside insurance products, dedicating minimal time to this activity. He also volunteers as a membership coordinator for Habitat for Humanity Young Professionals, works as a valet, and is a delivery driver for DoorDash, dedicating about half of his time to the latter.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations8 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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