Jeffrey Schumacher
Jeffrey Schumacher is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in East Peoria, IL, with 19 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,329 clients with $1.6B 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 $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Advisory fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
Fee Estimator
Location
235 Everett St, East Peoria, IL, 61611
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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
Jeffrey is a member of Eureka Rotary and a committee member/volunteer at Snyder Village, dedicating minimal time to each. He also works as a Financial Advisor at Goodfield State Bank full-time and is a finance committee member at Grace Church, spending minimal time on this.
Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
State Registrations15 states
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