Advisor at Schauer Investment Management, Inc.
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Firm
Schauer Investment Management, Inc.
Location
Northridge, CA 91325
Credentials
Series 65
Industry experience
9 years
Craig Schauer is a Series 65-licensed advisor with Schauer Investment Management, Inc., where he has worked since 2016. He has nine years of industry experience and over 30 years as a CPA through his accounting practice, Craig Schauer CPA. Outside of financial advising, he is a partner in the Hollywood Rivera Car Wash in Redondo Beach, CA. Schauer Investment Management provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm focuses on fundamental analysis and long-term trading, managing client accounts directly without outsourcing to third-party managers.
Based on Schauer Investment Management, Inc.
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
1.00% of assets under management annually plus 15.00% performance fee on capital appreciation (with 8% hurdle and high water mark)
17024 Lassen St
Northridge, CA 91325
California
Schauer Investment Management, Inc.
2016 - Present (10 years)
Craig Schauer CPA
1990 - Present (36 years)
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Is active or affiliated with:
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Accountant / CPA / tax prep
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
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Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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