Schneider Wealth Management provides personalized investment management and comprehensive financial planning services. The firm builds tailored investment portfolios based on each client's individual goals, time horizon, and risk tolerance, and may utilize third-party money managers when appropriate. In addition to managing investments, Schneider Wealth Management offers comprehensive financial planning covering cash flow, tax strategies, retirement planning, employee benefits, business planning, education funding, risk management, and estate preservation. The firm operates with no required minimum investment to open an account.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...