Fee-Only Wealth Management & Financial Planning in Brooklyn, NY
Independent Fiduciary Advisory Services for Individuals & Families
Schroeder Capital Management, LLC is an independent, fee-only Registered Investment Adviser (RIA) based in Cobble Hill, Brooklyn. We provide disciplined portfolio management, comprehensive financial planning, and tax optimization strategies engineered to protect and grow your long-term wealth.
Why Choose a Fee-Only Fiduciary?
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We are legally obligated to put your financial interests first at all times.
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As a fee-only advisor, we never accept commissions, kickbacks, or third-party compensation.
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Work directly with founder Herman Schroeder, CFA, MBA, ACA—never a call center or junior account manager.
Comprehensive Advisory Services
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Value-oriented, global asset allocation strategies engineered around your risk tolerance and life goals. We construct tailored, fee-only investment portfolios focused on global diversification, disciplined asset allocation, and cost efficiency to preserve and grow your capital across market cycles.
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Proactive tax-loss harvesting, intelligent withdrawal sequencing, and asset location planning to minimize tax drag. We integrate tax efficiency directly into your portfolio management to help high-earning individuals and families keep more of what they earn.
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Sustainable retirement income modeling, cash flow planning, and estate gifting strategies. We run comprehensive retirement projections and model scenarios for distribution strategies to ensure long-term financial independence and legacy protection.
Local Expertise, Virtual Convenience
While based in Brooklyn—serving clients across Cobble Hill, Boerum Hill, Park Slope, Carroll Gardens, Brooklyn Heights, and Downtown Brooklyn—we offer seamless, secure virtual wealth management services for clients across New York City and nationwide.
