Timothy Schauer is a CFA-designated registered investment advisor at Docsa Capital Management, INC., based in Portage, MI, with 23 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 73 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for portfolios over $3,000,000. Accounts with 100% in fixed income investments follow the above schedule for the first 2 years, then 0.75% or less thereafter.
Fee Estimator
Location
8080 Moorsbridge Rd, Suite 200, Portage, MI, 49024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Docsa Capital Management, INC.
State Registrations4 states
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