Gregory Schmitz
Gregory Schmitz is a registered investment advisor at Copiam Wealth Management, LLC, based in The Colony, TX, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 28 clients with $21M 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 $250K | 1.00% |
| $250K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees for accounts over $10,000,000 are negotiable depending on client needs, complexity, and business case.
Fee Estimator
Location
The Colony, TX
Get directionsHistory
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
Gregory works as an independent insurance agent, focusing on insurance sales. This activity takes about 10-20% of his time and occurs during securities trading hours.
Employment History
Current Registrations
Copiam Wealth Management, LLC
Previous Registrations
Talis Advisory Services, LLC
State Registrations1 state
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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