Michael Schuldt is a CFP-designated registered investment advisor at Edward Jones, based in Plattsmouth, NE, with 34 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
341 Main, Plattsmouth, NE, 68048
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Regulatory History (1)
Customer Dispute
June 2006Other Business Activities
Michael is a member/manager of MDM Lake Fund LLC, set up for liability purposes related to a boat and jet ski business. He also owns Schuldt Legacy Fund LLC to hold a tree farm and is the owner/president of Schuldt Farms LLC, a 120-acre farm, dedicating minimal time to the farming operation.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations34 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.
Exams
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