Steven Schneider
Steven Schneider is a registered investment advisor at Partners Capital Services, INC., based in Hauppauge, NY, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 238 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Partners Capital Services uses RBC Clearing and Custody for portfolio management. Fees for investment supervisory services range from 0.75% to 2.50% annually, based on assets managed, services provided, and whether a third party manages the portfolio. Fees are deducted directly from the client's account quarterly or billed quarterly. A portion of the fee goes to RBC or the sub-advisor. Accounts may incur annual fees from the broker-dealer if they don't meet the fee waiver threshold, and some accounts may incur per-trade ticket charges. The suggested minimum account size is $5,000 for individual portfolio management and $100,000 for portfolio management services with a third party.
Location
205 Oser Ave, Hauppauge, NY, 11788
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is involved in soccer training through SADA 12 LLC, dedicating a few hours per week. He also works in compliance for Partners Capital Services, Inc., spending about 10-20% of his time.
Employment History
Current Registrations
Partners Capital Services, INC.
American Capital Partners, LLCBroker
State Registrations9 states
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