Abigail Schmid is a CFP-designated registered investment advisor at Stone Pine Financial Partners, based in Media, PA, with 2 years of industry experience. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Gen X, High Net Worth, and 6 more. Their firm serves 202 clients with $260M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a blended tier schedule and are generally not negotiated, though Stone Pine reserves the right to negotiate at its discretion.
Fee Estimator
Contact
Abigail Schmid
Location
200 E State Street, Ste 100, Media, PA, 19063
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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 →Employment History
Current Registrations
Stone Pine Financial Partners
Previous Registrations
Waypoint Financial, LLC
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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