Michael
Schmitz

Schmitz Capital Partners, LLC

CRD#4223919
Investment Advisor
in Mill Valley, CA

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About this Advisor

Michael Schmitz is a financial advisor based out of Mill Valley, California, who has been in the advisory business for 13 years. Schmitz is currently employed by Schmitz Capital Partners, LLC. The advisor has gained experience at Royal Alliance Associates, Inc, Schmitz Capital Partners, LLC and Schmitz Capital Partners. Schmitz maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Schmitz Capital Partners, LLC is a registered investment firm based out of Mill Valley, California. It handles $145 million in total assets between its 267 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 267 accounts, 20% belong to high-net-worth clients who have greater than $1 million in investable assets. Schmitz Capital Partners, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and publication of newsletters. Fees charged by financial advisors depend on the type of financial services. However, fee types charged by Schmitz Capital Partners, LLC most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

655 Redwood Hwy Ste 109
Mill Valley, CA 94941

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Schmitz Capital Partners, LLC Brokerage Details

Total Assets Under Management

$145,439,033

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

267

CA Average: 3,727
Average Account Size

$544,715

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters

Michael Schmitz Work History

Michael has 13 years of experience.

2015 - Present (8 years)

Schmitz Capital Partners, LLC

2009 - Present (14 years)

Royal Alliance Associates, Inc

2009 - 2015 (6 years)

Schmitz Capital Partners

Disclosures

Michael Schmitz has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Schmitz Capital Partners, LLC

Michael Schmitz
Mill Valley, CA
Steven Schmitz
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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