Advisor at Schumacher Financial, 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
Schumacher Financial, LLC
Location
Eagan, MN 55121
Credentials
Series 63, Series 65
Industry experience
10 years
Jeffrey Schumacher is the principal of Schumacher Financial, LLC, an independent firm based in Eagan, MN. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at CommonWealth Financial Network and Haas Financial. Outside of his advisory work, he volunteers as a mentor for middle school students with the nonprofit organization Hope For Tomorrow. Schumacher Financial provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of investment strategies, including cyclical, fundamental, quantitative, and technical analysis, and incorporates options strategies to adjust equity exposure and manage downside risk.
$0 - Not explicitly stated, but implied to be tiered: 1.50% Not explicitly stated, but implied continuation - Not explicitly stated: 1.40% Not explicitly stated, but implied continuation - Not explicitly stated: 1.25% Not explicitly stated, but implied continuation - Not explicitly stated: 1.05% Not explicitly stated, but implied continuation+: 0.85%
$200 to $250 per hour for financial planning services
Fee-only: Portfolio management fees based on tiered percentage of assets under management; hourly fees for financial planning ($200-$250 per hour)
860 Blue Gentian Road, Suite 200
Eagan, MN 55121
Minnesota
Schumacher Financial, LLC
2018 - Present (8 years)
Commonwealth Financial Network
2015 - Present (11 years)
Haas Financial
2015 - 2018 (3 years)
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