Joseph Schmitt is a registered investment advisor at Incline Financial Planning LLC, based in Mars, PA, with 3 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 5 clients with $870K 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 | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Mars, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is employed as a pilot at American Airlines since 2011, dedicating about a quarter of his time to this role. A few hours per week occur during trading hours.
Employment History
Current Registrations
Incline Financial Planning LLC
State Registrations1 state
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