Michael
Sherman
Schoolcraft Capital LLC
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About this Advisor
Michael Sherman is a financial advisor based in Boulder, Colorado, working with Schoolcraft Capital LLC. Michael has previously held positions at Schoolcraft Capital LLC and Crestone Capital Advisors LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Michael is part of Schoolcraft Capital LLC, which operates out of Boulder, Colorado. The firm has 1 office and 12 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Schoolcraft Capital LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schoolcraft Capital LLC Brokerage Details
$1,185,649,921
12
184
$6,443,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Sherman Work History
Schoolcraft Capital LLC
Crestone Capital Advisors LLC
Disclosures
Please visit the SEC profile of Michael Sherman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schoolcraft Capital LLC
Boulder, CO
Boulder, CO
Boulder, CO
Boulder, CO
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