Fee-Only Financial Advisor in Brooklyn

Based in Cobble Hill. Tax-efficient compounding for concentrated equity, RSUs, and liquidity events.

Schroeder Capital is an independent, fee-only Registered Investment Adviser in Cobble Hill, Brooklyn. I work with people who leave a liquidity event, a concentrated stock position, or a pile of RSUs and want a simple structure so they can actually compound. No planning theater. Direct access.

Fee-only, fiduciary, local

I’m Herman Schroeder, CFA. I’m paid only by clients. I don’t sell products, take commissions, or collect third-party referral fees. As an RIA (CRD 324483) I have a legal duty to put your interests first. Meetings are by appointment in Cobble Hill, or virtually anywhere.

Brooklyn and beyond

The office is at 398 Henry Street, Cobble Hill, Brooklyn, NY 11201. I work with clients in Cobble Hill, Boerum Hill, Park Slope, Carroll Gardens, Brooklyn Heights, and Downtown Brooklyn, and virtually with clients across New York City and nationwide.

What we actually do

RSU and equity-compensation tax planning. Portfolios built for tax-efficient compounding. Coordination with your CPA when a vest, sale, or liquidity event creates a real tax year. See what we actually do, or meet Herman.

The first conversation is free. Call (646) 980-9724 or use the Contact page.

Schroeder Capital Management, LLC
398 Henry Street, Cobble Hill, Brooklyn, NY 11201
(646) 980-9724
herman.schroeder@schroedercap.com