Schneider Wealth Management offers investment management services tailored to individual client needs, including financial goal setting, risk assessment, and asset allocation. They also provide comprehensive financial planning services on an hourly or fixed-fee basis, covering areas like retirement, education, insurance, and estate planning. Schneider Wealth Management acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$140M
Clients35
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.35% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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