Schutte Financial LLC logo

Schutte Financial LLC

Updated today

Client assets under management

$1,900,000

Clients

62

0% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

62

High

Average account size

$30,645

About

Schutte Financial serves individual and institutional clients, including pooled investment vehicles, high‑net‑worth individuals, charitable organizations, and business entities. The firm offers portfolio management primarily by directing clients to a third‑party advisory platform for standard accounts, along with financial planning, pension and employee benefit consulting, group educational workshops, and subscription‑style online planning services.

For standard portfolios Schutte Financial provides ongoing oversight and, where authorized, discretionary trading while clients maintain accounts on the recommended custodian platform. The firm also operates two private hedge funds that pursue market‑timing and active strategies using leveraged ETFs and technical analysis, and it offers pension consulting and pooled vehicle management for plan sponsors and other institutional clients.

What is distinctive is the combination of a solo independent advisory practice that couples referrals to a passive/advised platform with in‑house private funds and market‑timing strategies — an uncommon mix for a firm of this size. The firm collects performance‑based fees and manages pooled/institutional vehicles through its private funds (with fund terms documented in offering materials), and it relies on fee‑sharing arrangements and platform services from its chosen custodian, which the firm discloses as a potential conflict and seeks to mitigate by offering alternate account options.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Passive / index investing Annuities Private / alternative investments

Fee options

Fixed

$500 to $5,000 fixed fee for pension consulting; $2,900 fixed fee for written financial plan; $5,000 fixed fee for educational workshops and seminars

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.60% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%

Project-based

$290 per hour for financial advice

Performance-based

20% performance fee on net capital appreciation for private hedge funds with a 2% soft hurdle and high watermark; 0.50% quarterly management fee for private funds

Main office location

Schutte Financial LLC

3801 E. Florida Ave., Suite 600

Denver CO 80210, United States

Number of offices

2

Most active in

Colorado

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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