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Andreas Schmitke

23 Years of Experience
Hudson, FL
Broker

Andreas Schmitke is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Hudson, FL, with 23 years of industry experience. Andreas 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 13,517 clients with $5.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
497 advisors
Number of Clients
13,517 clients
Average Client Portfolio
$436K average
Assets Under Management
$5.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

The gross advisory fee is up to 0.90% and is offset by the underlying operating expenses of the proprietary funds held in the account, resulting in an estimated net advisory fee ranging from 0.43% to 0.56% depending on the model portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Hudson, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
September 2010 - Present · 16 yrs 1 mo
T. Rowe Price Investment Services, INC.
November 2009 - Present · 16 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Franklin/templeton Distributors, INC.Broker
January 2007 - December 2007 · 11 mos
Templeton/franklin Investment Services,inc.Broker
August 2005 - December 2007 · 2 yrs 4 mos
Templeton/franklin Investment Services,inc.Broker
April 2002 - February 2004 · 1 yr 10 mos
Franklin/templeton Distributors, INC.Broker
November 1999 - April 2002 · 2 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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