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Edwin Schermerhorn

1 Year of Experience
Denver, CO

Edwin Schermerhorn is a registered investment advisor at Mica Creek Capital LLC, based in Denver, CO, with 1 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
1 client
Average Client Portfolio
$169.8M average
Assets Under Management
$169.8M

Fee Structure

Investment management only (planning not offered)

Mica Creek Capital charges investment management fees based on a percentage of the value of the assets they manage. The specific percentage, up to 1.0%, is detailed in the client's governing documents. Fees are usually charged monthly, either in advance or based on the asset value at the end of the month. These fees are negotiable and may be waived or reduced for certain individuals or large investors. Fund clients may also be subject to performance-based fees.

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Location

Denver, CO

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mica Creek Capital LLC
September 2024 - Present · 1 yr 8 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
Edwin Schermerhorn - Financial Advisor | TrueAdvisor