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Andreas Schmitke

22 Years of Experience
Broker

Andreas Schmitke is a registered investment advisor at T. Rowe Price Advisory Services, INC., based in Hudson, FL, with 22 years of industry experience. Andreas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,014 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
437 advisors
Number of Clients
10,014 clients
Average Client Portfolio
$386K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management

T. Rowe Price Retirement Advisory Service manages your investments for an annual fee based on the value of the assets they manage. The gross advisory fee is up to 0.90% of assets under management. This fee is reduced by the total annual operating expenses of the T. Rowe Price funds held in your account. The net advisory fee is the gross fee minus the fund expense offset. No advisory fee is charged on money market funds.

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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 · 15 yrs 7 mos
T. Rowe Price Investment Services, INC.
November 2009 - Present · 16 yrs 5 mos
T. Rowe Price Investment Services, INC.Broker
November 2009 - Present · 16 yrs 5 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.