Alan Schmidt
Alan Schmidt is a registered investment advisor at Financial & Tax Architects, LLC, based in Edina, MN, with 10 years of industry experience. Alan 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 1,574 clients with $510M 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 $2.0M | 1.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
Edina, MN
Get directionsHistory
Regulatory History (1)
Financial
March 2018Other Business ActivitiesSells Insurance
Alan sells life insurance and annuity products through The Financial Frire Marshall. He also markets annuity products to independent insurance agents for ECA Marketing, an insurance field marketing organization.
Employment History
Current Registrations
Financial & Tax Architects, LLC
Previous Registrations
Archer Investment Corporation
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.