George Schmidley
George Schmidley is a registered investment advisor at Affiliated Financial Advisors INC, based in Milwaukee, WI, with 25 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 898 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Affiliated Financial Advisors charges an annual investment advisory fee based on the total assets under management. The standard fee is between 0.50% and 1.0% of the value of the assets in the account. This fee is negotiable based on various factors. Fees are billed quarterly in arrears based on the amount of assets managed at the close of business on the last business day of the previous quarter.
Location
2600 North Mayfair Rd., Suite 200, Milwaukee, WI, 53226
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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 →Other Business ActivitiesSells Insurance
George is the owner/president of a tax preparation and life & health insurance business, spending about 10-20% of his time on it. He is also the founder/president of Hope Community Foundation, Inc., a non-profit, spending minimal time on bookkeeping.
Employment History
Current Registrations
Affiliated Financial Advisors INC
Previous Registrations
Capital Financial Services, INC.
State Registrations2 states
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