Patrick Schmidt
Patrick Schmidt is a registered investment advisor at Lasting Mark Retirement Group LLC, based in Dublin, OH, with 9 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 222 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lasting Mark Retirement Group provides both portfolio management and financial planning services for one fixed annual fee, which is based on the total value of all household accounts managed by the firm. The annual fee ranges from $500 to $15,000, depending on the level of service and the amount of assets managed.
Location
5200 Upper Metro Place, Suite 110, Dublin, OH, 43017
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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 Registrations8 states
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