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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 118 clients with $96M 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% |
The above wrap-fee includes all advisory and brokerage costs (including transaction costs), quarterly performance reports, and third party custodial fees. Certain clients may have different fees than those stated above. Depending on the relationship, certain clients may pay ticket charges imposed by Pershing, LLC, the account custodian, for transactions in accounts while ticket charges are not imposed on other clients.
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.