Schuler Capital Management focuses on managing risk and investing in U.S. equities. They use a proprietary risk model to determine how much to allocate to different strategies, including hedging and cash positions. Schuler Capital aims to supplement existing wealth management relationships rather than replace them. They invest their own money in their strategies.
Assets Under Management$23M
Clients8
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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