Todd Schneider
Todd Schneider is a registered investment advisor at Ascentis Independent Advisors, LLC, based in Dallas, TX, with 14 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
5001 Spring Valley Road, Suite 810W, Dallas, TX, 75244
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is the registered agent for a business and co-owner of Schneider Property Specialists LLC and Whiterock Lake Residence LLC, both investment property companies. He is also a licensed insurance agent in Texas, spending a few hours per week on insurance activities.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Golden State Equity Advisors, LLC
Cutter Financial Group LLC
Precision Capital Management
Prosperity Capital Advisors
Horter Investment Management, LLC
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.