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Nadia Schmidt

Missionsquare Wealth Management
3 Years of Experience
Hoover, AL
1 DisclosureBroker
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Nadia Schmidt is a registered investment advisor at Missionsquare Wealth Management, based in Hoover, AL, with 3 years of industry experience. Nadia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.

Missionsquare Wealth Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
146 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

The wrap fee is a flat 0.30% annually, charged quarterly in arrears. Cash portions of the account are excluded from the fee. The fee is non-negotiable, though the firm may waive all or a portion in its sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Hoover, AL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2022
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Missionsquare Wealth Management
February 2026 - Present · 8 mos
Missionsquare Wealth ManagementBroker
October 2023 - Present · 3 yrs
Missionsquare Wealth Management
October 2023 - Present · 3 yrs
Previous Registrations
Missionsquare Retirement
January 2024 - March 2026 · 2 yrs 2 mos
Simon Markets LLCBroker
November 2022 - September 2023 · 10 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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