Patrick Schmidt
Patrick Schmidt is a registered investment advisor at Lasting Mark Retirement Group LLC, based in Louisville, KY, with 10 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 864 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lasting Mark Retirement Group bundles portfolio management and financial planning together into a single annual fee based on the total value of your household accounts. The fee structure depends on the size of your portfolio across five service tiers:
- Emerald — $500 per year for portfolios under $100,000
- Advance — $1,500 per year for portfolios between $100,000 and $300,000
- Elite — $3,000 per year for portfolios between $300,001 and $500,000
- Impact — $5,000 per year for portfolios between $500,001 and $1,500,000
- Legacy — $7,500 to $15,000 per year for portfolios over $1,500,000
These fees are paid quarterly in arrears. There is no minimum account size required to work with the firm.
Location
500 N Hurstbourne Pkwy, Suite 325, Louisville, KY, 40222
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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
Patrick is a licensed insurance agent and Managing Director for the Annuity & Advanced Markets division of Impact Legacy Group LLC, spending nearly full-time on this. He also serves as the Executive Director for Northwest Bible Church, a part-time role involving leadership and organizational development, taking a few hours per week.
Employment History
Current Registrations
Lasting Mark Retirement Group LLC
Previous Registrations
Golden Reserve RIA, LLC
Global Financial Private Capital, LLC
State Registrations11 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
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