Bradley Schmitz is a registered investment advisor at Family Wealth Management, based in Elko, MN, with 16 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 74 clients with $23M 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 | 1.75% |
Investment management fees are negotiated and will not exceed 1.75%.
Fee Estimator
Location
5352 E 280th St, Elko, MN, 55020
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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 Activities
Bradley is a self-employed farmer, owning 20 acres at his residence. This activity requires minimal time.
Employment History
Current Registrations
Family Wealth Management
Previous Registrations
Fbl Marketing Services, LLCBroker
Fbl Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Scottrade Investment Management
Scottrade, INC.Broker
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.