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 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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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningBusiness OwnersHigh Net Worth
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Location
655 Redwood Hwy, Ste 109, Mill Valley, CA, 94941