Kyle Schauer is a registered investment advisor at Schauer Investment Management, INC., based in Northridge, CA, with 5 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $79M 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are generally negotiable. For qualified clients, Schauer Investment Management also charges a performance-based fee of 20% on capital appreciation if the portfolio rises in value at least 10% for the calendar year, in addition to an annual fee of 1.00% of assets under management.
Fee Estimator
Location
17024 Lassen St, Northridge, CA, 91325
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 →Other Business Activities
Kyle works as a freelance musician as an independent contractor. This activity is not investment-related.
Employment History
Current Registrations
Schauer Investment Management, INC.
State Registrations1 state
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.