Paul Schneider
Paul Schneider is a CFA-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Rockville, MD, with 17 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
3204 Tower Oaks Blvd Ste 208, Rockville, MD, 20852
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
Paul is licensed as an independent insurance agent to sell fixed insurance products. He is also a Managing Director at Vector Financial Advisors LLC and Vector Recovery Group, LLC, and a representative at Acacia Financial Advisors LLC, dedicating about a quarter of his time to Vector Financial Advisors LLC, nearly full-time to Acacia Financial Advisors LLC, and about 10-20% of his time to Vector Recovery Group, LLC.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
State Registrations7 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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