JS
CFA
JS
CFA

John Schneider

9 Years of Experience
West Conshohocken, PA

John Schneider is a CFA-designated registered investment advisor at Rhino Investment Partners, INC., based in West Conshohocken, PA, with 9 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
6 clients
Average Client Portfolio
$104.1M average
Assets Under Management
$624.6M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Investment advisory fees may range up to 1.5% annually. Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1001 Conshohocken State Road, Ste 1-405, West Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Rhino Investment Partners, INC.
March 2017 - Present · 9 yrs 2 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
John Schneider - Financial Advisor | TrueAdvisor