Jeffrey Schumacher is a registered investment advisor at Schumacher Financial, LLC, based in Eagan, MN, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 66 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schumacher Financial charges an annual fee based on the value of your portfolio. The exact percentage is negotiable and will be outlined in your advisory agreement. You can end the agreement within five business days for a full refund. After that, you can terminate with 30 days' written notice.
Location
860 Blue Gentian Road, Suite 200, Eagan, MN, 55121
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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.
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Jeffrey is a volunteer mentor at Hope For Tomorrow, a non-profit organization, mentoring middle school students. He dedicates minimal time to this activity.
Employment History
Current Registrations
Schumacher Financial, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.