Jacob Schmidt
Jacob Schmidt is a CFP-designated registered investment advisor at Financial Planning Services, based in Fort Wayne, IN, with 13 years of industry experience. Jacob is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 489 clients with $210M 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 - $750K | 1.25% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.3M | 1.15% |
| $1.3M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.92% |
| $5M+ | 0.75% |
Fees are negotiable. Maximum rates from the disclosed ranges were used for the schedule.
Fee Estimator
Location
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN, 46804
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
Jacob is an insurance broker since 2015 and sells insurance products as part of financial plans, dedicating about a quarter of his time to this. He also provides financial planning services and is a board member for the Fort Wayne Estate Planning Council, spending minimal time on the latter.
Employment History
Current Registrations
Financial Planning Services
Osaic Wealth, INC.Broker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations33 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
- Cody Robinson, CFPFinancial Planning Services
- Kenneth Schmidt, CFP, ChFCFinancial Planning Services
- Patrick O'connell, CFPWealth Advisors Group
- Erik Tom, CFPSummit Consultants, INC.
- Kory Klosterman, CFPEdward Jones
- Mark Grieger, ChFCLPL Financial LLC