Lorie Scheibel is a registered investment advisor at Smarter and Wise, based in Crownsville, MD, with 15 years of industry experience. Lorie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 47 clients with $19M 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 $1.0M | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees are negotiable for accounts over $10,000,000. Smarter and Wise may utilize the services of a Sub-Advisor to manage Clients’ investment portfolios. When using Sub-Advisors, except in limited circumstances, the Client will not pay additional fees. If additional fees are charged they will not exceed .75% annualized.
Fee Estimator
Location
Crownsville, MD
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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 ActivitiesSells Insurance
Lorie is an independent insurance agent for various companies since 2020, dedicating a few hours per week to this activity. She also works as adjunct faculty at Anne Arundel Community College and as an agent for Norkus Referrals.
Employment History
Current Registrations
Smarter and Wise
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
AXA Advisors, LLCBroker
AXA Advisors, LLC
Pacific West Financial Consultant INC
Pacific West Securities, INC.Broker
State Registrations2 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.