Dan Schuster

Dan Schuster

Hi! Thanks for being here. As a founding team member of Fjell Capital, I focus on developing high-quality, detailed financial plans and delivering on our promise of quality client service.

I love partnering with families to create and execute a practical financial plan to help my clients achieve their ambitions and goals while protecting against their worries and concerns.

Previously, I worked at UBS as a Registered Client Service Associate for three years. I hold my Chartered Retirement Planning Counselor designation and FINRA series 7 and 66 licenses. I graduated from North Dakota State University with a degree in Finance.

In my, free time I love to spend time with my wife, Fate, and enjoy listening to, recording, and performing music with local musicians.

 

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About Fjell

Everyone, no matter where they are in life, wants to know that their family is on track with their finances.

Fjell Capital is a next-gen wealth management firm offering customized planning and investment solutions to modern families looking for a better way to manage and grow their financial life.

The Fjell Capital team offers comprehensive wealth management – that means we look at your financial situation holistically, including both sides of your balance sheet. We also consider family dynamics as well as any business interests. Every plan we develop, every recommendation we make is customized to your particular circumstances.

We have two primary offerings: Odyssey and Altitude

Odyssey:

A custom wealth management solution for successful millennials tailored to meet the needs of our generation. From buying houses, scaling businesses, student debt, and career management, we’ve got you covered. Starting at $125/month for planning. Any assets managed by Fjell Capital start at 0.75%, with no account opening minimum.

Altitude:

Altitude serves as a wealth management solution for modern families with assets. The topics of interest for an Altitude client include but are not limited to retirement cash flow, selling businesses, tax-efficient investing, asset protection, legacy and estate planning, and large real estate transactions. Starting at 1% of assets under management with a minimum of $500,000.

 

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