Michael Schmitz
Michael Schmitz is a registered investment advisor at Schmitz Capital Partners, LLC, based in Mill Valley, CA, with 21 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 103 clients with $130M 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 | 1.50% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fee Estimator
Location
655 Redwood Hwy, Ste 109, Mill Valley, CA, 94941
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Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Michael is the Vice President - Investments & COO of Schmitz Capital Partners, LLC, dedicating nearly full-time hours to investment advisory services and general operations. Additionally, Michael is a licensed insurance agent offering various insurance and annuity products, spending minimal time on this activity.
Employment History
Current Registrations
Schmitz Capital Partners, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Growth Capital Services, INC.Broker
Gfp Broker-Dealer, INC.Broker
State Registrations14 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.