Jason Schmitt is a CFP-designated registered investment advisor at Jacobson & Schmitt Advisors, LLC, based in Montgomery, OH, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 462 clients with $680M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Contact
Jason Schmitt
Location
Montgomery, OH
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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 →Employment History
Current Registrations
Jacobson & Schmitt Advisors, LLC
Previous Registrations
Buttonwood Partners, INC.
State Registrations3 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
Additional Information
As Co-Founder and Head of Jacobson & Schmitt Advisors, I lead a team of propose-driven advisors who strive to create the most successful outcomes possible for clients, our communities, and the environment by helping investors envision and achieve a mission for their money.