Anthony Schmitt
Anthony Schmitt is a registered investment advisor at Greenup Street Wealth Management LLC, based in Overland Park, KS, with 22 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 754 clients with $660M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
7300 W 110th Street, Suite 700, Overland Park, KS, 66210
Get directionsHistory
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
Anthony is the Technical Director for Kolping Kicks Soccer Club, developing training curriculum and participating in club operations, a role he's held since 2013. He also serves as a board member for Holy Child Catholic Grade School, dedicating minimal time to governing the school's direction.
Employment History
Current Registrations
Greenup Street Wealth Management LLC
Previous Registrations
Regal Advisory Services, INC.
Regal Securities, INC.Broker
Spotlight Asset Group
Scottrade Investment Management
Scottrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Edward JonesBroker
State Registrations2 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.