Michele Schneider
Michele Schneider is a CFP-designated registered investment advisor at LPL Financial LLC, based in Indian Harbour Beach, FL, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2194 Hwy A1A, Ste 105, Indian Harbour Beach, FL, 32937
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2024Customer Dispute
July 2002Other Business Activities
Michele operates her LPL business through Schneider Financial Group Inc. since 2007. She also owns Coquina Point, a real estate rental property, since 2004.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.