Jacqueline Schneider is a CFP-designated registered investment advisor at The Milwealth Group, LLC, based in Milwaukee, WI, with 19 years of industry experience. Jacqueline 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 234 clients with $440M 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 | 1.20% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Clients retained prior to March 2020 pay investment advisory fees based on a lower standard fee schedule.
Fee Estimator
Location
125 South 84th Street, Suite 130, Milwaukee, WI, 53214-1498
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
The Milwealth Group, LLC
State Registrations1 state
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