Schmidt Wealth Management, L.L.C.

Overview

Schmidt Wealth Management, L.L.C. is an independent advisory firm organized as an LLC and owned by an individual. The firm works with both individuals and families as well as institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage of assets under management, hourly charges and fixed fees, and the firm also engages in sales of other financial products. The adviser maintains state registrations in Indiana, Kentucky and Ohio. It does not identify as an active ESG investor and is not positioned as a capital allocator; instead it combines discretionary portfolio management with fee-for-service planning work and product distribution. Industry affiliations noted include relationships with an accountant and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices