Schmitz Capital Partners, LLC

Schmitz Capital Partners, LLC is an independent, employee-owned SEC registered investment advisory firm founded in 1988. The firm offers a range of financial advisory services including asset management, financial planning, and pension consulting. They have assets under management totaling $106,129,683 as of 12/31/2022. Clients can participate in the Vision2020 Wealth Management Platform, RASA 044 Accounts, and Pension Consulting services. The firm charges fees based on a tiered structure for asset management services, with fees billed quarterly in arrears. They do not offer wrap fee programs and do not charge performance-based fees. Clients are encouraged to review account statements directly from custodians, and the firm does not accept proxy authority to vote client securities. Clients must sign a discretionary investment advisory agreement for asset management services. The firm conducts annual reviews for clients subscribing to certain services and does not require a minimum account balance for asset management services. Schmitz Capital Partners, LLC acts as a fiduciary, providing fair and full disclosure and acting in the best interest of clients at all times.