Thomas
Schmid
Nepsis, Inc
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About this Advisor
Thomas Schmid is a financial advisor based in Savage, Minnesota, working with Nepsis, Inc. Thomas has previously held a position at Nepsis Advisor Services, Inc. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Texas. Currently, Thomas is part of Nepsis, Inc, which operates out of Savage, Minnesota. The firm has 3 offices and 23 employees. The firm manages assets totaling $350.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Nepsis, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Nepsis, Inc Brokerage Details
$350,793,190
23
1,942
$180,635
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Thomas Schmid Work History
Nepsis Advisor Services, Inc
Disclosures
Please visit the SEC profile of Thomas Schmid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nepsis, Inc
Durham, NC
Savage, MN
Savage, MN
Savage, MN
Savage, MN
Savage, MN
Seattle, WA
Savage, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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