Advisor at Schmidt Wealth Management
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Firm
Schmidt Wealth Management
Location
Fargo, ND 58104
Credentials
Series 63, Series 65
Industry experience
31 years
James Schmidt is the sole advisor at Schmidt Wealth Management in Fargo, ND, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has led Schmidt Wealth Management since its founding in 2006. Schmidt Wealth Management serves primarily individual clients, including many high-net-worth households, as well as businesses, charities, and pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a focus on fundamental security analysis and a conservative, long-term approach tailored to each client’s needs.
Based on Schmidt Wealth Management
Based on Schmidt Wealth Management
0.05% to 2%, negotiable depending on size and complexity of account
Up to $3,000/hour, negotiable
Fee-only: Written financial plan fees range from $3,000 to $10,000 depending on complexity; hourly fee up to $3,000/hour (negotiable)
4650 26 Ave S, Suite J
Fargo, ND 58104
Minnesota · North Dakota
Schmidt Wealth Management
2006 - Present (20 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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CFP®, Series 63, Series 66
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Retirement Resource Wealth Management, LLC
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