Schmitz Capital Partners, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Schmitz Capital Partners takes a proactive approach to managing financial affairs. They offer asset management, financial planning and consulting, and pension consulting. The firm strives to provide clients with clear direction and expert advice to help them make informed decisions about their life goals. Schmitz Capital Partners is employee-owned and committed to providing exceptional service and building long-term relationships.

Assets Under Management$130M
Clients103
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$63M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.15%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.80%
$5M+0.65%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm