Schemco, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Schemco, LLC provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth) and corporate clients. The firm manages roughly $6.4 million for a very small client base and documents client objectives and constraints in an Investment Policy Statement for each account.
The adviser employs multiple methods of analysis — charting, fundamental, technical and cyclical — and implements both long‑term and short‑term strategies, including the use of short sales, margin transactions and options where appropriate. Financial planning is delivered on an hourly basis, and the advisor typically seeks discretionary authority to select securities and execute transactions on clients’ behalf.
Uncommonly for its peer group, the firm accepts performance‑based fees for qualified/accredited clients and manages both performance‑fee and non‑performance accounts while disclosing the side‑by‑side conflict and stating procedures (best execution and non‑preferential treatment) to address it. The firm also allows client‑directed brokerage and maintains only limited custody for fee deduction, practices that differentiate its operations among similarly sized independent advisers.
Client services
Expertise
Fee options
$1 - $250,000: 2.00% $250,001 - $1,000,000: 1.50% Above $1,000,000+: 1.00%
$250 per hour, fees negotiable
1.00% asset-based management fee plus 10% of net profits above a high water mark
Main office
Westport CT
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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