Joseph Schneider is a registered investment advisor at Stonewell Financial Management LLC, based in Boise, ID, with 2 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of Stonewell Financial Management.
Fee Estimator
Location
Boise, ID
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 Activities
Joseph operates under the DBAs Granite Financial Management and another unnamed entity for his LPL business. He spends about a quarter of his time on these activities, including a couple of hours during trading.
Employment History
Current Registrations
Stonewell Financial Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
More Advisors
- Alex Hansen, CFPArrien Investments, INC.
- Joshua Hoisington, CFPLPL Financial LLC
- Kathryn Supko, ChFCLPL Financial LLC
- Mark Howard, CFPMercer Global Advisors INC.
- Russell Norwood, CFPVenturi Private Wealth
- Kellen Schmitz, CFAThe Caprock Group, LLC