HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
Denver, Colorado
4.3
4 Reviews
Higgins & Schmidt Wealth Strategies LLC, a small investment advisory firm based out of Denver, CO, is committed to providing personalized wealth management solutions to its clients. With over 150 individual clients and an impressive $144,816,000 in assets under management, the firm has established a strong presence in the financial industry. Higgins & Schmidt Wealth Strategies LLC specializes in managing assets, with approximately half of their portfolio consisting of employer 401Ks and individual investments. They have garnered extensive experience in this space, ensuring a comprehensive understanding of the unique needs and ch...
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Assets Under Mgmt

$144.82M

Investment Professionals

4

Locations

0

% 401K & Individual

45%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
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