Michael
Sherman
Schoolcraft Capital LLC
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About this Advisor
Michael Sherman is a financial advisor based in Boulder, Colorado with 8 years of industry experience. Sherman currently works for Schoolcraft Capital LLC. During their career, the advisor has held roles at Schoolcraft Capital LLC and Crestone Capital Advisors LLC. Sherman has a Series 63 license, qualifying them as a securities broker, and can work in Colorado. Schoolcraft Capital LLC is a financial advisory firm based out of Boulder, CO. It has a total of 10 employees. It handles $1 billion in assets between its 173 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 173 client accounts, 95% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Schoolcraft Capital LLC has a number of services, including 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. Fees for financial advisory services usually are based on which services are provided. However, fees charged by Schoolcraft Capital LLC can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schoolcraft Capital LLC Brokerage Details
$1,051,900,716
10
173
$6,080,351
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
Michael has been registered as a financial advisor for 8 years.*
Schoolcraft Capital LLC
Crestone Capital Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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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