Adam Schmidt is a registered investment advisor at Strategic Wealth Partners LLC, based in Fort Thomas, KY, with 10 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 212 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Wealth Partners charges a percentage of your portfolio's value each year. This fee covers the services of your financial professional and SWP. If third-party managers are used, their fees are also covered, up to a maximum total annual fee of 2.50%. A minimum annual household fee of 1.00% applies to all advisory relationships. The specific fee schedule is documented in your advisory agreement.
Location
Fort Thomas, KY
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Regulatory History
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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Adam works as a ski patroller at Perfect North Slopes, promoting safety and administering first aid. This takes a few hours per week, but none during securities hours.
Employment History
Current Registrations
Strategic Wealth Partners LLC
Previous Registrations
Foundations Investment Advisors LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.