Schmidt Wealth Management
Schmidt Wealth Management (CRD# 142302) is a financial advisory firm headquartered in Fargo, ND. They manage $70,000,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management70MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$1,750,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Schmidt (CRD# 1095894) is an Investment Advisor Representative working at Schmidt Wealth Management in Fargo, ND and has over 34 years of experience in the finance industry.