Michael
Schuchard

Schuchard Capital Management Inc

CRD#734640
Investment Advisor
in Sterling Heights, MI

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About this Advisor

Michael Schuchard is a financial advisor working out of Sterling Heights, Michigan with 27 years of industry experience. Schuchard currently works for Schuchard Capital Management Inc. They have spent their entire career at Schuchard Capital Management Inc. Schuchard holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida, Massachusetts, Michigan, New Hampshire and Texas. Schuchard Capital Management Inc is a financial advisory firm with a branch in Sterling Heights, Michigan. It has $234 million in assets across its 181 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides services to one charities and foundations. Of its 181 accounts, 41% are associated with high-net-worth investors who have greater than $1 million in assets. The company provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically vary depending on which services are provided. Fee types charged by Schuchard Capital Management Inc can be comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

44853 Marigold Drive
Sterling Heights, MI 48314-1226

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Schuchard Capital Management Inc Brokerage Details

Total Assets Under Management

$234,058,838

Total Number of Employees

2

Total Number of Accounts

181

Average Account Size

$1,293,143

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Schuchard Work History

Michael has been registered as a financial advisor for 27 years.*

1989 - Present (35 years)

Schuchard Capital Management, Inc

*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 Schuchard 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 Schuchard Capital Management Inc

Michael Schuchard
Sterling Heights, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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