PJS INVESTMENT MANAGEMENT
SEC RegisteredPLAN WITH PURPOSE
About the firm
PJS Investment Management is a fee-only independent registered investment adviser firm held to the fiduciary standard of care. The firm focuses on designing, building, and monitoring personalized investment blueprints to help clients make financial decisions aligned with their goals. Founded by Philip J. Schmidt over 40 years ago, the firm continues his philosophy of offering honest investment advice in the best interest of clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers comprehensive, client-centric, and team-based services in two areas of personal finance: Financial Planning and Investment Management. Specific services include investment management, holistic financial planning, tax planning, estate planning, insurance assessment, life transition assistance, and education planning.
Who they serve
Individuals and families seeking customized investment management and financial planning, including those navigating life transitions such as loss of a spouse, divorce, selling a business, receiving an inheritance, marriage, and education planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 266 | $89M |
| High Net Worth Individuals | 188 | $722M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $24M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,001 - $2,000,000 | 0.80% |
| $2,000,001 - $3,000,000 | 0.70% |
| $3,000,001 - $4,000,000 | 0.60% |
| Balance of Assets | 0.50% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PJS INVESTMENT MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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