Schmitz Capital Partners, LLC

Assets Under Management

$125.3M

Number of Clients

103

Number of Advisors

2

Avg. Portfolio per Client

$1.2M

Avg. Managed per Advisor

$62.7M

Compensation

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

About This Firm

Schmitz Capital Partners (SCP) offers personalized asset management and financial advice. SCP provides services including investment management, financial planning, and consulting. SCP aims to build long-term relationships with clients based on trust and quality service. SCP is owned by Steven J. Schmitz.

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
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningBusiness OwnersHigh Net Worth
Loading...
Location

655 Redwood Hwy, Ste 109, Mill Valley, CA, 94941

2 Advisors at this firm

Schmitz Capital Partners, LLC | TrueAdvisor