Advisor at Lasting Mark Retirement Group LLC
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Firm
Lasting Mark Retirement Group LLC
Location
Springfield, MO 65802
Credentials
Series 65
Industry experience
9 years
Patrick Schmidt is a financial advisor with Lasting Mark Retirement Group LLC in Dublin, Ohio. He holds a Series 65 designation and has nine years of industry experience. Prior to joining Lasting Mark, he worked at Global Financial Private Capital, LLC and Golden Reserve LLC. Schmidt also serves as Executive Director for Northwest Bible Church, where he assists with leadership and organizational development. Lasting Mark Retirement Group LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm uses a long-term investment approach based on modern portfolio theory, tailoring strategies to client goals and offering both discretionary and non-discretionary management.
Based on Lasting Mark Retirement Group LLC
Based on Lasting Mark Retirement Group LLC
Fixed yearly fees for planning packages ranging from $500 to $15,000 depending on package level and assets under management.
$0 - $100,000: $100,001 - $300,000: $300,001 - $500,000: $500,001 - $1,500,000: $1,500,001+: $5,000 - $499,999: 1.15% $500,000 - $999,999: 0.90% $1,000,000+: 0.65%
Fee-only: Negotiated fixed fees between $500 and $15,000 annually for portfolio management and financial planning combined, based on asset levels and complexity.
3253 E. Chestnut Expressway, Suite 320
Springfield, MO 65802
Arkansas · Idaho · Kansas · Mississippi · Missouri · Ohio · Texas · Wisconsin
Lasting Mark Retirement Group LLC
2023 - Present (3 years)
Lasting Mark LLC
2023 - Present (3 years)
Northwest Bible Church
2022 - Present (4 years)
Golden Reserve LLC
2012 - 2022 (10 years)
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Insurance agent
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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