Gavin Schmidtmann
Gavin Schmidtmann is a registered investment advisor at Secure Asset Management, L.L.C., based in Bloomfield Hills, MI, with 4 years of industry experience. Gavin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,877 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
1668 S. Telegraph Road, Suite 100, Bloomfield Hills, MI, 48302
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 ActivitiesSells Insurance
Gavin is an insurance agent with Secure Investors Group, selling fixed insurance products since 2022, dedicating a few hours per week. He also spends a few hours per week with Titan Wealth Advisors, which is related to his investment services.
Employment History
Current Registrations
Secure Asset Management, L.L.C.
Previous Registrations
Aurora SecuritiesBroker
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.
Exams
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