Patrick Schmitz is a registered investment advisor at Triton Investments, LLC, based in Blaine, MN, with 6 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 79 clients with $17M 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 $100K | 0.70% |
| $100K - $1000K | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Blaine, MN
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 Activities
Patrick owns Atlas Rental LLC, a real estate investment company, and is a real estate agent with Remax Results. He dedicates minimal time per week to Atlas Rental LLC and about half his time to Remax Results.
Employment History
Current Registrations
Triton Investments, LLC
State Registrations2 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.