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 Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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