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Eric R Schmitz

BARRETT UPTON CAPITAL PARTNERS LLC·LAKE FOREST, Illinois
Unclaimed Profile
100 N FIELD DRIVE, SUITE 215, LAKE FOREST, IL 60045CRD# 6482418Firm CRD# 326104
01

About

Eric R Schmitz is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with BARRETT UPTON CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BARRETT UPTON CAPITAL PARTNERS LLC
BARRETT UPTON CAPITAL PARTNERS
AUM
$50M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BARRETT UPTON CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6482418
Firm CRD# 326104
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric R Schmitz offer?
Eric R Schmitz specializes in Retirement Planning. Contact their office in LAKE FOREST, Illinois for a consultation.
What are Eric R Schmitz's credentials?
Eric R Schmitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric R Schmitz located?
Eric R Schmitz is based in LAKE FOREST, Illinois, working with BARRETT UPTON CAPITAL PARTNERS LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does Eric R Schmitz charge for services?
Eric R Schmitz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BARRETT UPTON CAPITAL PARTNERS LLC?
BARRETT UPTON CAPITAL PARTNERS LLC has approximately 8 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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