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Jeremy Schmidt

Charles Schwab & CO., INC.
29 Years of Experience
Troy, MI
1 DisclosureBroker
View SEC Summary
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Jeremy Schmidt is a registered investment advisor at Charles Schwab & CO., INC., based in Troy, MI, with 29 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.

Charles Schwab & CO., INC.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

987 Wilshire Drive, Suite A, Troy, MI, 48084

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2009
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Charles Schwab & CO., INC.
June 2010 - Present · 16 yrs 4 mos
Charles Schwab & CO., INC.Broker
April 2003 - Present · 23 yrs 6 mos
Previous Registrations
TD Waterhouse Investor Services, INC.Broker
January 2000 - March 2003 · 3 yrs 2 mos
Citicorp Investment ServicesBroker
March 1996 - February 1999 · 2 yrs 11 mos
State Registrations29 states
AKAZCACOCTDEFLGAILINLAMAMDMIMNNCNHNYOHPARISCSDTNTXVAVTWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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