Michael Schimmel
Michael Schimmel is a registered investment advisor at Wealthcare Capital Partners, LLC, based in Leesburg, VA, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 717 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Maximum annual fee rate is up to 1.85%. Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Location
211 Church Street Se, Leesburg, VA, 20175
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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 ActivitiesSells Insurance
Michael is an Investment Advisor Representative and Registered Representative, spending most of his time in those roles. He also engages in insurance planning through Fellows Risk Solutions, sells fixed annuities through Advisors Excel, and is an investment representative and financial advisor for Financial Group Too, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Wealthcare Capital Partners, LLC
Arkadios CapitalBroker
Wealthcare Advisory Partners LLC
Previous Registrations
Coastal Equities, INC.Broker
LPL Financial LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations9 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.
Exams
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