Michael Schmidt
Advisor at Avalon
Updated today
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
Avalon
Location
Boca Raton, FL 33432
Credentials
CFA®, Series 63, Series 65
Industry experience
8 years
About
Michael Schmidt is a CFA® charterholder with eight years of industry experience. He is currently the sole advisor at Avalon, where he has worked since 2025. Prior to joining Avalon, he worked at JS Family for two years and spent thirteen years at Seacoast Bank. Avalon provides investment management and comprehensive wealth management services to individual, institutional, and corporate clients. The firm employs a rules-based, relative-strength investment approach using algorithmic selection, monthly rebalancing, and options overlays across a range of model portfolios.
Client services
Based on Avalon
Portfolio management
Newsletters or periodicals
Sub-advisory services
Expertise
Based on Avalon
Options & derivatives strategies
Concentrated stock management
Active portfolio management
Wealth management
Retirement income strategy
Fee options
Flat 1.50% fee of assets managed under certain circumstances; Sub-advisory flat fee 0.30%-0.50%
$0 - $1,000,000: Varies by model, e.g., 1.00% to 2.00% depending on model $1,000,001 - $3,000,000: Varies by model, e.g., 0.90% to 1.70% $3,000,001 - $5,000,000: Varies by model, e.g., 0.70% to 1.50% $5,000,001 - $10,000,000: Varies by model, e.g., 0.65% to 1.35% $10,000,001+: Varies by model, e.g., 0.55% to 1.00%
15% performance fee over 10-year Treasury on Model 5; 20% of appreciation on Models 14, 19, 23; offered as option for first 12 months for qualified clients with 20% performance fee only
Free subscription service including weekly market commentary called ADAPT WEEKLY
Account minimum: $1,000,000
Location
980 North Federal Highway #110
Boca Raton, FL 33432
Most active in
Michael S has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · Texas
Work history
Rowe Wealth Management LLC d/b/a Avalon
2025 - Present (1 year)
Rowe Wealth Management LLC d/b/a Avalon
2025 - Present (1 year)
JS Family
2023 - 2025 (2 years)
Seacoast bank
2010 - 2023 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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