James Schmitz
Advisor at Lfa
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.
Fee options
Comprehensive financial planning fixed fee of $1,500; partial financial planning fixed fee of $750.
$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
Commissions earned by registered representatives for securities sales and insurance commissions are separate and in addition to advisory fees.
Financial planning services are charged on an hourly basis starting at $150 per hour.
Account minimum: $25,000
Work history
Laraway Financial Advisors, Inc.
2020 - Present (6 years)
Laraway Financial Advisors, Inc.
2012 - Present (14 years)
Cambridge Investment Research Inc.
2012 - Present (14 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.
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