Overview
- Headquarters
- Kirkland, WA
- Total Firm Assets
- $498 million
- Average High-Net-Worth Client Portfolio Size
- $5.0 million
- Stated Minimum Account Size
- $5,000,000
Fee Disclosure
Source: SCHMIDT FINANCIAL MANAGEMENT 2A BROCHURE (2026-01-02)
· View brochure text
Latest filing: SCHMIDT FINANCIAL MANAGEMENT 2A BROCHURE (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.90% |
| $1,000,001 | $2,000,000 | 0.80% |
| $2,000,001 | $4,000,000 | 0.70% |
| $4,000,001 | $8,000,000 | 0.60% |
| $8,000,001 | $15,000,000 | 0.50% |
| $15,000,001 | $25,000,000 | 0.40% |
| $25,000,001 | and above | 0.30% |
Stated Minimum Annual Fee: $8,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $37,000 | 0.74% |
| $10 million | $65,000 | 0.65% |
| $50 million | $205,000 | 0.41% |
| $100 million | $355,000 | 0.36% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 96.96%
- Number of High-Net-Worth Clients
- 97
- Total Client Accounts
- 827
- Discretionary Accounts
- 798
- Non-Discretionary Accounts
- 29
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 328247
- SCHMIDT FINANCIAL MANAGEMENT 2A BROCHURE (2026-03-27) · View brochure text
- SCHMIDT FINANCIAL MANAGEMENT 2A BROCHURE (2026-01-02) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗