MS
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Michael Schuchard

29 Years of Experience
Sterling Heights, MI

Michael Schuchard is a registered investment advisor at Schuchard Capital Management INC, based in Sterling Heights, MI, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 197 clients with $330M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
197 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$325.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $300K1.00%
$300K - $1.0M0.70%
$1.0M - $2.0M0.40%
$2.0M - $4.0M0.30%
$4M+0.20%

Fees may be negotiated with any client based on the level of services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

44853 Marigold Drive, Sterling Heights, MI, 48314-1226

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Schuchard Capital Management INC
July 1996 - Present · 29 yrs 9 mos
State Registrations5 states
FLMAMINHTX
Advisor

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.

Exams
No exam information available for this advisor.