Ari Schneider is a registered investment advisor at Mandarin Advisers, based in Naples, FL, with 4 years of industry experience. Ari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Mandarin Advisers' fee for managing your investments is based on the amount in your account. The fee is calculated as follows:
- Up to $250,000: A base fee of $2,725.00
- $250,001 - $500,000: $2,725.00 plus 0.83% of the amount over $250,000
- $500,001 - $750,000: $4,800.00 plus 0.66% of the amount over $500,000
- $750,001 - $1,000,000: $6,450.00 plus 0.49% of the amount over $750,000
- $1,000,001 - $1,500,000: $7,675.00 plus 0.33% of the amount over $1,000,000
- $1,500,001 - $2,000,000: $9,325.00 plus 0.22% of the amount over $1,500,000
- Over $2,000,000: $10,425.00 plus 0.11% of the amount over $2,000,000
The fees are charged quarterly in advance. If you end the relationship, you'll receive a refund of any unearned fees.
Location
Naples, FL
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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
Ari is a real estate broker associate at MVP Realty, dedicating about a quarter of his time to helping customers buy, sell, or lease real estate since 2017. Ari is also a sole proprietor selling fixed annuities, health, and life insurance, which also takes about a quarter of his time.
Employment History
Current Registrations
Mandarin Advisers
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.