Steven Schneider
Steven Schneider is a registered investment advisor at Leslie Gale Advisors, LLC, based in Boynton Beach, FL, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $73M 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 | 1.00% |
This rate is for actively managed accounts. Passively managed portfolios are charged 0.5% per year.
Fee Estimator
Location
Boynton Beach, FL
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Regulatory History (1)
Regulatory
April 2017Other Business Activities
Steven is a board member for Hands In 4 Youth of NY/NJ, a youth development non-profit, dedicating a few hours per week. He is also an Executive Officer/Senior Advisor for PivotalPath Inc., a technology research firm, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Leslie Gale Advisors, LLC
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.