Cody Maschmeier
Cody Maschmeier is a registered investment advisor at Strategic Advisers LLC, based in Spokane, WA, with 23 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Spokane, WA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2008Other Business Activities
Cody is a partner in WMW Holdings LLC, owner of Torre Tenebrosa, LLC, and member of Laguna Negra Holdings LLC and Valle Largo LLC, all related to real estate and rental properties. These activities require minimal time commitment.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Investments Institutional Services Company, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Wachovia Securities, INC.Broker
State Registrations53 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.