Herman Schroeder, CFA
Fee-Only Wealth Advisor in Brooklyn
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Serving Clients Nationwide
Fee-Only Wealth Advisor in Brooklyn
Areas of Focus
- Capital Gains
- Investment Management
- Retirement Planning
- Taxes
About Herman Schroeder, CFA
I'm Herman Schroeder, CFA, founder of Schroeder Capital Management, LLC, a fee-only registered investment adviser in Cobble Hill, Brooklyn.I work with people sitting on cash or concentrated equity: a liquidity event, a vest, RSUs, or years of savings still in the bank. Especially in New York, where the tax drag is high and a bank wealth team is often the default. You get the principal, not a platform.
One job: compound the capital and keep the tax drag low. Simple portfolios. Tax-aware compounding. Direct access to me.
I typically work with people who have $1 million or more in investable assets, usually from equity compensation or a liquidity event. That is typical, not a minimum.
CFA charterholder. MBA, University of Virginia Darden School of Business, 2014. UK ACA.
Professional Designations
- Chartered Financial Analyst (CFA)
Primary Location
398 Henry St, Brooklyn, NY 11201
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Schroeder Capital
Schroeder Capital Management, LLC is a fee-only fiduciary RIA at 398 Henry Street, Brooklyn, NY 11201. We manage investments. We are not a bank and we do not sell products.Compensation is a transparent percentage of assets: 1.00% up to $5 million, 0.90% from $5 million to $10 million, and 0.80% above $10 million. Client assets stay at an independent custodian such as Charles Schwab. No commissions.
The product is after-tax compounding. (646) 980-9724. www.schroedercap.com
Education
University of Virginia Darden School of Business, Master of Business Administration - MBA, Business Administration and Management, General | M.A. in Economics and Accounting from the University of Edinburgh
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Gen X
- Gen Y / Millennials
- Individuals
- Living in Retirement
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