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Eric Schneider

18 Years of Experience
Barrington, IL
1 DisclosureBroker

Eric Schneider is a registered investment advisor at Ameriprise Financial Services, LLC, based in Barrington, IL, with 18 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

600 Hart Rd Ste 125, Barrington, IL, 60010

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2011
Denied
Employment History
Current Registrations
Ameriprise Financial Services, LLC
November 2012 - Present · 13 yrs 6 mos
Ameriprise Financial Services, LLCBroker
November 2012 - Present · 13 yrs 6 mos
Ameriprise Financial Services, LLC
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Waddell & Reed, INC.
February 2008 - November 2012 · 4 yrs 9 mos
Waddell & Reed, INC.Broker
February 2008 - November 2012 · 4 yrs 9 mos
American Express Financial Advisors, INC.
November 2003 - January 2004 · 2 mos
American Express Financial Advisors INC.Broker
November 2003 - January 2004 · 2 mos
Ids Life Insurance CompanyBroker
November 2003 - January 2004 · 2 mos
State Registrations18 states
AZCACOFLGAILMIMNMONCNENVORSCVAWAWIWV
AdvisorBrokerBoth

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.
Eric Schneider - Financial Advisor | TrueAdvisor