Schmitz Capital Partners, LLC
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
Years of Experience
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Schmitz Capital Partners, LLC Brokerage Details
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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.
Schmitz Capital Partners, LLC
Royal Alliance Associates, Inc
Schmitz Capital Partners
Michael Schmitz has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Schmitz Capital Partners, LLC
Mill Valley, CA
Mill Valley, CA
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