Franz Schneider is a sole proprietor who provides continuous supervision of client investment portfolios. He invests in publicly traded stocks, bonds (including U.S. government, municipal, and corporate bonds), and mutual funds. Clients can request restrictions on certain investments. He tailors his services to each client's needs.
Assets Under Management$8.9M
Clients7
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.00% |
For accounts with at least $500,000, the fee is the lesser of 1.25% (with credits for mutual fund holdings) or 1.0% of the portfolio value. Multiple accounts of a client are not aggregated in determining whether accounts are eligible for the 1% maximum fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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