A complete list of active advisors currently associated with Schneider, Franz

Warmer can help you find a great advisor at Schneider, Franz or one who fits your needs even better.

The firm is a sole-proprietor registered investment adviser that provides ongoing investment supervisory services primarily to individual clients and personal trusts, including serving as trustee for some irrevocable trusts. It manages a small number of client accounts with assets under management and routinely provides portfolio management for individual investors, a service mix that is less common among firms in this category. The adviser uses fundamental analysis and a long-term buy-and-hold approach across publicly traded equities, fixed income securities, and mutual funds, and generally manages client portfolios on a discretionary basis while avoiding short-term trading, short sales, and options. Custody is arranged through a single qualified custodian and the firm is compensated by a percentage-of-assets-under-management fee rather than by commissions or wrap arrangements, a fee model that is relatively uncommon among peers. Notable distinctions include the solo-practitioner structure (the adviser is the sole decision-maker and reviewer), frequent service as a trustee with resulting custody considerations and annual surprise examinations, and the preparation of a limited number of clients’ income tax returns in addition to investment services. The firm reports no affiliations with broker-dealers or private funds and does not participate in wrap fee programs, which differentiates its operating model from many other firms.

To learn more about the advisors currently working at Schneider, Franz, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.