James Schmidt is a registered investment advisor at Schmidt Wealth Management, based in Fargo, ND, with 30 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 68 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schmidt Wealth Management charges an annual negotiable fee for managing your money, ranging from 0.05% to 2% of your account, depending on its size and complexity. This fee is paid quarterly or monthly at the start of each period. If you cancel, any prepaid fees will be refunded proportionally.
Location
4650 26 Ave S, Suite J, Fargo, ND, 58104
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Schmidt Wealth Management
Previous Registrations
Geneos Wealth Management, INC.
Financial Network Investment Corporation
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.