Advisor at Structured Wealth Management, Inc.
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.
Firm
Structured Wealth Management, Inc.
Location
Toledo, OH 43617
Credentials
Series 66
Industry experience
17 years
Brian Schmitz is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 17 years of industry experience. He holds a Series 66 designation and has worked with Liberty Partners Financial Services, LLC and Next Financial Group Inc. Outside of his advisory role, Schmitz is a partner and owner of a tax preparation business, contributing about 20 hours per month to that activity. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm integrates an in-house tax practice with its investment services, focusing on individualized strategies, model portfolios, and retirement planning with an emphasis on tax efficiency.
Based on Structured Wealth Management, Inc.
Based on Structured Wealth Management, Inc.
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.60%
Commission-based compensation may occur for insurance products; fees are separate from AUM fees.
Account minimum: $250,000
2778 Centennial Road, Ste A
Toledo, OH 43617
Ohio
Liberty Partners Financial Services, LLC
2012 - Present (14 years)
Next Financial Group Inc
2009 - Present (17 years)
Structured Wealth Management,Inc.
2008 - Present (18 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
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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