A complete list of active advisors currently associated with Schmidt Wealth Management, L.L.C.
Warmer can help you find a great advisor at Schmidt Wealth Management, L.L.C. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Schmidt Wealth Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lawrenceburg, IN
| 24
|
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