Eric Schuler
Advisor at Schuler Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Schuler Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schuler Capital Management LLC
Location
Sonoma, CA
Credentials
Series 65
Industry experience
7 years
Eric Schuler is the principal advisor at Schuler Capital Management LLC in Sonoma, CA, holding a Series 65 designation with seven years of industry experience. He founded Schuler Capital Management in 2017 after working at Elevate Industries from 2015 to 2017. Schuler Capital Management LLC provides discretionary portfolio management primarily for high-net-worth and ultra-high-net-worth individuals and family trusts. The firm focuses on U.S. equities alongside a range of other investments and employs a proprietary risk model to guide portfolio allocations, including the systematic use of long-dated derivatives and a published subscription periodical offering market commentary.
Based on Schuler Capital Management LLC
Based on Schuler Capital Management LLC
$0+: 1% per year Not specified - Not specified: Up to 2% per year based on scope and complexity
$495 per year for Safeguard 1 newsletter subscription, included at no extra cost for investment management clients
Account minimum: $500,000 Fee-only: 1% per year, negotiable, up to 2% for complex services
Sonoma, CA
California
Schuler Capital Management LLC
2017 - Present (9 years)
Elevate Industries
2015 - 2017 (2 years)
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