Elizabeth Schneider
Elizabeth Schneider is a CFP-designated registered investment advisor at Whealthy Empowerment Network, based in Stevens Point, WI, with 31 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 158 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range from 0.5% to 1.5% per annum and are negotiable.
Fee Estimator
Location
2821 Post Road, Stevens Point, WI, 54481
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2000Other Business Activities
Elizabeth provides investment advisory services as a DBA for registered investment advisor firms through Infinity Wealth Company, LLC. This activity takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Whealthy Empowerment Network
Previous Registrations
Mariner Independent
Adviceperiod, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Valmark Securities, INC.Broker
Cg Brokerage L.L.C.Broker
Clifton Gunderson Wealth Advisors
Cap Pro Brokerage Services, INC.Broker
Edward JonesBroker
Associated Investment Services, INC.Broker
Essex National Securities, INC.Broker
State Registrations2 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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