Noah Schmall is a registered investment advisor at Bridgeway Wealth Management, LLC, based in Cedar Rapids, IA, with 4 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 256 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bridgeway Wealth Management offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. Clients participating in Raymond James wrap programs will pay fees to Raymond James that encompass fees paid to Bridgeway Wealth Management and Raymond James.
Location
1909 51st Street Ne, Cedar Rapids, IA, 52402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Noah is a member and manager of Schmall Law Firm PLLC, practicing law with a focus on estate planning and related legal work. This takes about 10-20% of his time.
Employment History
Current Registrations
Bridgeway Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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