Julie Schmiel
Julie Schmiel is a registered investment advisor at RBC Capital Markets, LLC, based in Minneapolis, MN, with 37 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
250 Nicollet Mall, SUITE 2000, 16th Floor, Minneapolis, MN, 55401-1931
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2005Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
UBS Painewebber INC.
UBS Painewebber INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Miller, Johnson & Kuehn, IncorporatedBroker
Allison-Williams CompanyBroker
State Registrations21 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.