Peter Schmitt is a CFP-designated registered investment advisor at Schmitt Wealth Advisers, LLC, based in Cincinnati, OH, with 9 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 145 clients with $130M 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 $125K | 1.50% |
| $125K - $750K | 1.00% |
| $750K - $5.0M | 0.75% |
| $5M+ | 0.30% |
SWA may charge a nominal 0.15% annual fee for non-discretionary administrative services on investment accounts not actively managed. SWA's fee for selecting and monitoring independent managers is 0.5% annually. Fees may be negotiable.
Fee Estimator
Location
4555 Lake Forest Drive, Suite 235, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Schmitt Wealth Advisers, LLC
State Registrations2 states
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