AS
AS

Aaron Gregory Schmeltz

3 Years of Experience
1 DisclosureBroker
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15843 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.10%
$2.0M - $5.0M0.90%
$5M+0.70%

Gross Advisory Fee for Fidelity Advisory Services is 1.10% on all assets. Fees are reduced by a Credit Amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Kansas City, KS

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History

Regulatory History (1)
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Judgment / Lien
February 2024
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 11 mos
Fidelity Brokerage Services LLC
November 2022 - Present · 3 yrs 3 mos
Fidelity Brokerage Services LLCBroker
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
February 2023 - March 2025 · 2 yrs 1 mo
State Registrations17 states
ARAZCODEFLIAILKSMONCNEOHOKSDTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.