Advisor at Covered Edge Asset 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
Covered Edge Asset Management, LLC
Location
Roseville, CA
Credentials
Series 63, Series 65
Industry experience
15 years
James Schroeder is the sole advisor at Covered Edge Asset Management, LLC in Roseville, CA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Covered Edge Asset Management since its founding in 2011. Covered Edge Asset Management provides discretionary portfolio management to individuals, high-net-worth clients, and business owners, creating personalized Investment Policy Statements based on clients’ goals, income, tax situations, and risk tolerance. The firm integrates charting, fundamental and technical analysis, and employs a range of strategies including long-term investing, active trading, options writing, and short sales, with performance-based fee arrangements available for qualified investors.
$1 - $100,000: 1.50% $100,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.75% Above $2,000,000+: Negotiable
15% of net profits above a mutually agreed upon high water mark, paid quarterly in arrears
Roseville, CA
California
Covered Edge Asset Management, LLC
2011 - Present (15 years)
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