Dominic
Hubert
Schmidt Financial Group, Inc
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About this Advisor
Dominic Hubert is a financial advisor working out of Kirkland, Washington who has 1 year of industry experience. Hubert currently works for Schmidt Financial Group, Inc. Over the course of their career, Hubert has held roles at Schmidt Financial Group, Inc and Deloitte & Touche Llp. Hubert holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Washington. Schmidt Financial Group, Inc is a financial advisory firm operating out of Kirkland, WA. It administers $417 million in assets under management among its 1,127 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,127 customer accounts, 45% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Schmidt Financial Group, Inc can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schmidt Financial Group, Inc Brokerage Details
$416,770,566
5
1,127
$369,805
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dominic Hubert Work History
Dominic has been registered as a financial advisor for 1 years.*
Schmidt Financial Group, Inc
Deloitte & Touche Llp
*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 Dominic Hubert 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 Schmidt Financial Group, Inc
Kirkland, WA
Kirkland, WA
Kirkland, WA
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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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.
