Robert Schneeweis is a registered investment advisor at Yes Wealth Management, based in Mahtomedi, MN, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 100 clients with $130M 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 $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
86 Mahtomedi Avenue, Mahtomedi, MN, 55115
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the owner and insurance agent at S Capital Management, LLC, offering insurance products sales and services since 2013. He spends minimal time on this activity.
Employment History
Current Registrations
Yes Wealth Management
Previous Registrations
Vsr Advisory Services
State Registrations1 state
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.