Ethan Schneid is a registered investment advisor at Kubhera Enterprises LLC, based in Princeton, NJ, with 22 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 304 clients with $280M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Pension consulting has a separate fee schedule starting at 1.00% for portfolios up to $1M, 0.50% for $1M to $10M, and 0.25% for amounts over $10M.
Fee Estimator
Location
742 Alexander Road, Suite 305, Princeton, NJ, 08540
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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 Activities
Ethan is an investment advisor at Kubhera Enterprises LLC, providing investment consulting and financial planning services. This activity takes up a full-time commitment.
Employment History
Current Registrations
Kubhera Enterprises LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 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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