Patrick Schneeman is a registered investment advisor at Boulay Wealth, based in Eden Prairie, MN, with 12 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,135 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Boulay Wealth charges an annual advisory fee based on the size, nature, and complexity of the client relationship, typically ranging from 0.60% to 1.95% of the portfolio value. Fees are negotiable. While there is no minimum level of investable assets required, the minimum total annual fee is $10,000, although this can be negotiated or established at a flat annual rate in special circumstances. Boulay offers both blended and incremental fee arrangements.
Location
11095 Viking Drive, Suite 500, Eden Prairie, MN, 55344
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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.
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Patrick is a board member for the University of Marquette Alumni Association - Minnesota Chapter, volunteering with alumni networking and event planning. He is also a committee member for the Nativity School Advisory Council - Finance Committee, assisting with budget and school initiatives; both roles are volunteer positions.
Employment History
Current Registrations
Boulay Wealth
Previous Registrations
Valmark Securities, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Ifmg Securities, INC.Broker
Tcf Investments, INC.Broker
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.