Nadia Schmidt
Nadia Schmidt is a registered investment advisor at Missionsquare Wealth Management, based in Rio Rancho, NM, with 3 years of industry experience. Nadia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
Rio Rancho, NM
Get directionsHistory
Regulatory History (1)
Financial
July 2022Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Retirement
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Previous Registrations
Simon Markets LLCBroker
State Registrations47 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.