Schmidt Wealth Management
Schmidt Wealth Management (CRD# 142302) is a financial advisory firm headquartered in Fargo, ND. They manage $80,121,139 in 174 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management80MILLION
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Total Number of Accounts174ACCOUNTS
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Average Account Value$460,466
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, ND
Financial Advisors at Schmidt Wealth Management
1
James Schmidt (CRD# 1095894) is an Investment Advisor Representative working at Schmidt Wealth Management in Fargo, ND and has over 41 years of experience in the finance industry.
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