BS
BS

Bijou Schmidt

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
1,874 clients
Average Client Portfolio
$647K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$750K
Minimum Annual Fee:$10,000
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Location

18 Technology Drive Suite 114, Irvine, CA, 92618

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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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Other Business ActivitiesSells Insurance

Bijou owns Holy Schmidt Coffee Co., LLC, a coffee roasting business, dedicating minimal time as a passive owner. Bijou is also an independent insurance agent brokering non-registered insurance products, spending minimal time on this activity.

Employment History
Current Registrations
Fortis Capital Advisors, LLC
February 2025 - Present · 1 yr
Previous Registrations
Eagle Strategies LLC
October 2023 - February 2025 · 1 yr 4 mos
Nylife Securities LLCBroker
December 2022 - February 2025 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.