Schmidt Financial Management (SFM) manages client investments and provides financial planning and consulting services. SFM creates a financial roadmap for clients that includes asset management, liability management, and relationship management. SFM uses third-party portfolio managers, mutual funds, and ETFs to implement customized investment allocations. SFM also has sub-advisory agreements with other investment advisors to offer clients a broader range of services.
Assets Under Management$490M
Clients140
Advisors2
Avg. per Client$3.5M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $8.0M | 0.60% |
| $8.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Minimum quarterly fee of $2,000. Clients will pay a SFM Advisory Fee of 0.50% for managed assets only (excludes financial planning and consulting services and held away assets).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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