Schmitt Wealth Advisers provides financial planning, consulting, and investment management services to individuals, families, and other entities. Financial planning covers retirement, cash flow, estate, and education planning, among other areas. Investment management involves allocating assets among equities, ETFs, and mutual funds, and may include recommending independent managers. SWA tailors its services to each client's needs and objectives.
Assets Under Management$130M
Clients145
Advisors2
Avg. per Client$930K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.50% |
| $125K - $750K | 1.00% |
| $750K - $5.0M | 0.75% |
| $5M+ | 0.30% |
SWA may charge a nominal 0.15% annual fee for non-discretionary administrative services on investment accounts not actively managed. SWA's fee for selecting and monitoring independent managers is 0.5% annually. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...