Jeremy Schmidt
Jeremy Schmidt is a registered investment advisor at Raymond James & Associates, INC., based in Clinton Township, MI, with 22 years of industry experience. Jeremy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B 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 | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
19176 Hall Road, Suite 100, Clinton Township, MI, 48038
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business Activities
Jeremy owns rental real estate through E & B Capital, LLC, and anticipates spending minimal time on it. He also serves as the treasurer for the North Oaks Three Subdivision HOA, dedicating minimal time to paying bills.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations36 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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