Eric
Schmidt
Wealth Management Group
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About this Advisor
Eric Schmidt is a financial advisor based in Rochester, New York, with a total of 1 year of relevant experience. Schmidt works at Wealth Management Group. Their career trajectory has included roles at Wmg Partners LLC, Wealth Management Group, Lakeshore Country Club and American Portfolios Financial Services, Inc. Schmidt has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in New York. Wealth Management Group is a business operating out of Rochester, NY. It oversees $103 million in assets among its 616 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 616 customer accounts, 25% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Wealth Management Group has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on the type of financial services. Fee types billed by Wealth Management Group can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Management Group Brokerage Details
$103,089,511
5
616
$167,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Eric Schmidt Work History
Eric has been registered as a financial advisor for 1 years.*
Wealth Management Group
Wmg Partners LLC
American Portfolios Financial Services, Inc
Lakeshore Country Club
Wmg Partners LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Schmidt 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 Wealth Management Group
Rochester, NY
Rochester, NY
Rochester, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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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