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Charles Joseph Schmidt

SEIZERT CAPITAL PARTNERS, LLC·BIRMINGHAM, Michigan
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185 OAKLAND, BIRMINGHAM, MI 48009-3433CRD# 4367929Firm CRD# 108954
01

About

Charles Joseph Schmidt is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with SEIZERT CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SEIZERT CAPITAL PARTNERS, LLC
SEIZERT CAPITAL PARTNERS
AUM
$2.1B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at SEIZERT CAPITAL PARTNERS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4367929
Firm CRD# 108954
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Joseph Schmidt offer?
Charles Joseph Schmidt specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Charles Joseph Schmidt's credentials?
Charles Joseph Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Joseph Schmidt located?
Charles Joseph Schmidt is based in BIRMINGHAM, Michigan, working with SEIZERT CAPITAL PARTNERS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Charles Joseph Schmidt charge for services?
Charles Joseph Schmidt's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEIZERT CAPITAL PARTNERS, LLC?
SEIZERT CAPITAL PARTNERS, LLC has approximately 16 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BIRMINGHAM
Adam Robert Quiring — Q3 ASSET MANAGEMENT CORPORATIONPaul Joseph Simon — TACTICAL ALLOCATION GROUP, LLCThomas Beardsley Bender — SEIZERT CAPITAL PARTNERS, LLCAndrew Martin Jones — SEIZERT CAPITAL PARTNERS, LLCBradford Nicholas Giaimo — Q3 ASSET MANAGEMENT CORPORATION
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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