Kyle Schnitman
Kyle Schnitman is a registered investment advisor at Plan Ahead Financial Management, INC., based in Abilene, TX, with 10 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 61 clients with $56M 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 $1.0M | 1.15% |
| $1M+ | 0.57% |
Fees are not negotiable, but Plan Ahead Financial Management reserves the right to reduce or waive fees in certain situations. Fees are calculated on average assets during the quarter.
Fee Estimator
Location
200 Sayles Blvd, Abilene, TX, 79605
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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 →Employment History
Current Registrations
Plan Ahead Financial Management, INC.
State Registrations1 state
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