Advisor at D'Orazio Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vienna, VA 22182
Credentials
Series 65
Industry experience
< 1 year
Bailey Schmitz is a financial advisor at D’Orazio Wealth Advisors with a Series 65 credential and three years of industry experience. Prior to joining the firm, Bailey held positions in mortgage and healthcare-related companies and has a background that includes fitness and service roles. D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting primarily to individuals, high-net-worth clients, trusts, and estates. The firm employs a long-term, fundamentally driven, globally diversified investment approach and manages approximately $1.32 billion across about 285 client relationships.
Based on D'Orazio Wealth Advisors
Fixed fee basis for stand-alone financial planning services.
Up to $500,000 - $500,000: $3,000 annual fixed fee $500,001 - $1,000,000: $5,000 annual fixed fee $0 - $2,000,000: $10,000 annual fixed fee $2,000,001 - $4,000,000: $15,000 annual fixed fee $4,000,001 - $6,000,000: $22,500 annual fixed fee $6,000,001 - $8,000,000: $30,000 annual fixed fee $8,000,001 - $15,000,000: $50,000 annual fixed fee $15,000,001+: Negotiable annual fixed fee
Quarterly installments of the annual fixed fee retainer.
Account minimum: $100,000 Minimum fee: Fixed annual fees ranging from $3,000 to $50,000 depending on assets under advisement, plus negotiable fees for accounts over $15,000,001 Fee-only: Annual fixed fee retainer payable quarterly; no commissions accepted.
8614 Westwood Center Drive, Suite 310
Vienna, VA 22182
Virginia
D'Orazio Wealth Advisors
2023 - Present (3 years)
Alpha Mortgage Corporation
2022 - 2023 (1 year)
EmergeOrtho
2021 - 2022 (1 year)
Unemployed
2020 - 2021 (1 year)
Jamie Scott Fitness
2019 - 2020 (1 year)
MaidPro
2018 - 2019 (1 year)
University of North Carolina at Charlotte
2016 - 2020 (4 years)
University of North Carolina at Charlotte
2016 - 2018 (2 years)
Pine Valley Country Club
2015 - 2016 (1 year)
New Hanover High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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