Brian Schmitz is a registered investment advisor at Structured Wealth Management, INC., based in Toledo, OH, with 17 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management. Their firm serves 527 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fee Estimator
Location
2778 Centennial Road, Ste A, Toledo, OH, 43617
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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 Activities
Brian is a partner and owner of SWM Tax, a Liberty Tax Service franchise, where he prepares taxes. He is also a partner in Structured Wealth Management, a fee-based RIA; Brian spends about 10-20% of his time on each of these activities.
Employment History
Current Registrations
Structured Wealth Management, INC.
Previous Registrations
Next Financial Group, INC.
State Registrations1 state
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