Franz Schneider is a registered investment advisor at Schneider, Franz, based in Hurricane, UT, with 31 years of industry experience. Franz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $8.9M 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+ | 1.00% |
For accounts with at least $500,000, the fee is the lesser of 1.25% (with credits for mutual fund holdings) or 1.0% of the portfolio value. Multiple accounts of a client are not aggregated in determining whether accounts are eligible for the 1% maximum fee.
Fee Estimator
Location
Hurricane, UT
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 →Employment History
Current Registrations
Schneider, Franz
State Registrations1 state
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.