TrueAdvisor
TrueAdvisor
TS
TS

Thomas Donald Schmid

Nepsis, INC.
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Nepsis, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
860 clients
Average Client Portfolio
$579K average
Assets Under Management
$497.8M

Fee Structure

Minimum Investment:$500K

Location

Two Meridian Crossings, Suite 400, Minneapolis, MN, 55423

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Nepsis, INC.
February 2016 - Present · 10 yrs
Previous Registrations
Nepsis Advisor Services, INC.
June 2013 - December 2015 · 2 yrs 6 mos
Nepsis Capital Management, INC.
June 2010 - June 2013 · 3 yrs
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.