Michael Schmitz is a registered investment advisor at Edward Jones, based in San Marcos, CA, with 2 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 Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
277 Rancheros Dr, Suite 170, San Marcos, CA, 92069
Get directionsHistory
Regulatory History (1)
Financial
November 2018Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial CorporationBroker
State Registrations10 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
More Advisors
- Colin FieldEdward Jones
- Henry Dematteis, CFPEdward Jones
- Thao Truong, CFPAnora Wealth
- Michael Hart, CFAHemispheres Investment Management
- Justin Irving, CFPIrving Advisory Group, LLC
- Aleksandr Leybengrub, ChFCHsbc Securities (USA) INC.