Edward Schnepf
Edward Schnepf is a registered investment advisor at Henley & Company Wealth Management LLC, based in Uniondale, NY, with 38 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 71 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.75% |
| $500K+ | 1.25% |
Fees are negotiable and set by the Investment Adviser Representative servicing the account. The wrap fee includes advisory and brokerage costs, transaction costs, quarterly performance reports, and third-party custodial fees.
Fee Estimator
Location
506 Rxr Plaza, Uniondale, NY, 11556
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2000Other Business Activities
Edward is a registered investment advisor at Henley & Company Wealth Management LLC since 2021, dedicating a few hours per week to this role.
Employment History
Current Registrations
Henley & Company Wealth Management LLC
Henley & Company LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Painewebber IncorporatedBroker
Advest, INC.Broker
First Investors CorporationBroker
State Registrations17 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.
Exams
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