Schneider Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Schneider Wealth Management is an independent SEC‑registered advisory practice serving individuals, families, high‑net‑worth clients, trusts, estates and retirement accounts. The firm provides discretionary investment management, comprehensive financial planning and limited financial consulting, including advice on employer equity compensation and retirement‑plan holdings.
The firm implements strategic, diversified asset allocations across individual equities, ETFs, mutual funds and fixed income, using a series of ten model portfolios as a foundation that are customized for each client’s risk tolerance, tax situation, liquidity needs and legacy holdings. Its investment process draws on fundamental, technical and cyclical analysis and explicitly evaluates whether to retain or transition legacy positions with embedded capital gains in light of tax consequences.
Schneider Wealth Management manages a relatively small roster of clients (37) with about $150 million in discretionary assets, resulting in concentrated, high‑assets‑per‑client relationships and individualized portfolio management. Operationally it uses third‑party technology (Pontera) to view and, where permitted, implement or rebalance held‑away employer retirement accounts, generally does not aggregate trades across clients, and forwards proxy solicitations to clients rather than voting them on their behalf.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consultations range from $12,000 to $18,000 or more depending on complexity
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.85% annually $3,000,000 - $5,000,000: 0.70% annually $5,000,000 - $10,000,000: 0.55% annually $10,000,000 - $25,000,000: 0.45% annually $25,000,000+: 0.35% annually
Hourly fee basis available for financial planning services (specific rate not stated)
Account minimum: $1,000,000 Minimum fee: Minimum quarterly investment management fee per client relationship (specific amount not stated)
Main office
Austin TX
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Meredith H. Schneider Dba Schneider Wealth Management · Schneider Wealth Management · Schneider, Meredith Hall
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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