Facts and Insights
Schroeder Capital Management, LLC is an independent financial advisory firm that has been providing expert financial services since 2009. With a team of experienced advisors, the company is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Personalized financial planning and investment management
- Tailored advice and strategies based on individual needs and objectives
- Expertise in various financial areas including retirement planning, estate planning, tax planning, and risk management
- Continued monitoring and adjustments to financial plans to ensure alignment with clients’ changing needs and market conditions
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- College planning
Client Types:
Schroeder Capital Management, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Corporations
- Non-profit organizations
Fees & Compensation
Schroeder Capital Management, LLC operates on a fee-only model, meaning they do not receive commissions or incentives for recommending specific products or services to clients. The company’s fees are based on a percentage of assets under management, which incentivizes the advisors to help grow their clients’ investments.
Background
Schroeder Capital Management, LLC was founded in 2009 by John Schroeder, a certified financial planner with over 20 years of experience in the financial industry. The company has a team of experienced advisors who have diverse backgrounds and expertise in various financial areas. They are committed to providing personalized and comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. Schroeder Capital Management, LLC does not have any disclosures or regulatory actions on record, ensuring that clients can trust in the company’s ethical standards and dedication to their clients’ best interests.