J. Derek Schmidly
Auxan Capital Advisors, LLC
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $10,000
Minimum client income required: $40,000
Title: Principal Investments Advisor
Offering advice since: 2006
Areas of focus:
- Business planning
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Compensation and Fee Structures:
Licenses, Certifications & Affiliations:
FINRA Series 65
Master of Business Administration, University of Missouri-Columbia
Will provide references upon request?
Further information about Auxan Capital Advisors, LLC:
(Size of firm: 0-9 advisors)
Auxan Capital Advisors, LLC specializes in actively managed index fund portfolio strategies. In other words, we don't simply just "buy and hold." We believe that when the stock market's risk is high, your exposure to the market should not be.
We are, by definition, Money Managers. "Money managers give you personalized service, an individualized portfolio and ongoing management. With fee-based management, as opposed to transaction-based management, you and your advisor are on the same side.
You no longer have to question the decisions of an advisor to buy or sell your securities. A professional money manager does not receive commissions on transactions and is paid based on a percentage of assets under management. Thus, it is in the best interest of both the money manager and client to see the portfolio grow."
Contact Information for J. Derek Schmidly
Phone: (417) 299-5281
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Fax: (417) 886-7977
Address for J. Derek Schmidly:
828 E Sterling Ridge Ct
Springfield, MO, 65810
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