Overview

Headquarters
Cincinnati, OH
Total Firm Assets
$135 million
Average High-Net-Worth Client Portfolio Size
$2.2 million
Stated Minimum Account Size
$250,000

Fee Disclosure

Source: SCHMITT WEALTH ADVISERS 2A BROCHURE (2026-04-29) · View brochure text

MinMaxDisclosed Annual Rate
$0 $125,000 1.50%
$125,001 $750,000 1.00%
$750,001 $5,000,000 0.75%
$5,000,001 and above 0.30%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $55,000 0.55%
$50 million $175,000 0.35%
$100 million $325,000 0.32%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
79.65%
Number of High-Net-Worth Clients
49
Total Client Accounts
320
Discretionary Accounts
300
Non-Discretionary Accounts
20

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
174958
  • SCHMITT WEALTH ADVISERS 2A BROCHURE (2026-04-29) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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