Schmidt Wealth Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$60,000,000
Clients
235
Advisors
1
of 1 employees
About
Schmidt Wealth Management, L.L.C. provides discretionary portfolio management and financial planning to individuals — including high-net-worth clients — and also serves corporations and pension or profit-sharing plans. In addition to advising on mutual funds, ETFs, equities and fixed income, the firm offers insurance products and annuities and may recommend or participate in private placements and venture capital investments.
The firm documents client objectives and risk tolerances through an Investment Policy Statement, tailors model allocations to individual circumstances, and generally manages accounts on a discretionary basis. Its investment toolkit includes fundamental, quantitative, technical and modern-portfolio-theory analysis and may involve long- and short-term trading, options and margin transactions; clients receive monthly and quarterly reporting and retirement-account fiduciary disclosures.
Noteworthy features include a relatively large client base for a single-advisor firm (235 clients) and the principal’s concurrent accounting and licensed insurance activities, which lead the firm to offer accounting-related advice and to accept outside compensation for insurance and annuity sales. The firm’s combination of private-placement access, business-entity and plan clients, and its disclosed conflict-management procedures distinguishes it from many peers in the independent-adviser category.
Client services
Expertise
Fee options
Fixed financial planning fees between $0 and $10,000, negotiated based on complexity and hours
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001+: 1.00%
Commission-based compensation possible through outside business activities as licensed insurance agent
Hourly financial planning fees between $0 and $250 per hour (negotiable)
Fee-only: Fixed financial planning fees between $0 and $10,000; hourly financial planning fees between $0 and $250 per hour (negotiable)
Main office
1210 W. Eads Parkway
Lawrenceburg IN 47025
Advisors at this office
1
Most active in
Indiana · Kentucky · Ohio · Texas
Also doing business as
Schmidt Wealth Management, L.L.C. · Schmidt Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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