Nicholas Schneider
Nicholas Schneider is a registered investment advisor at Anew Advisors, LLC, based in Wauwatosa, WI, with 12 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 141 clients with $68M 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 $250K | 1.25% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.35% |
First responders may receive a discounted rate, and fees are generally negotiable at the Firm’s discretion.
Fee Estimator
Location
11220 W Burleigh St, Suite 100, Wauwatosa, WI, 53222
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 →Other Business ActivitiesSells Insurance
Nicholas is on the board of the West De Pere Wrestling Club booster club, dedicating a few hours per week. He is also an independent insurance agent/broker and may offer insurance products, receiving customary fees, dedicating a few hours per week.
Employment History
Current Registrations
Anew Advisors, LLC
Previous Registrations
TD Ameritrade, INC.
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
Scottrade Investment Management
Scottrade, INC.Broker
Nicolet Advisory Services, LLC
Sii Investments, INC.
Sii Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Pruco Securities, LLC.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.