A complete list of active advisors currently associated with Schnieders Capital Management, LLC.
Warmer can help you find a great advisor at Schnieders Capital Management, LLC. or one who fits your needs even better.
Schnieders Capital Management provides discretionary and non-discretionary portfolio management and financial planning to a mix of individual clients (including high-net-worth individuals), pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm constructs portfolios across equities, fixed income, mutual funds, ETFs and other yield-oriented investments and generally charges advisory fees based on a percentage of assets under management. The firm uses a blend of fundamental, technical, qualitative and quantitative analysis with an emphasis on asset allocation and primarily long-term holdings, while retaining the ability to implement short-term trades, short sales, margin transactions/borrowing and option strategies when appropriate. Accounts are monitored on an ongoing basis and are reviewed at least quarterly by the firm’s principals; SCM offers both discretionary and non-discretionary management and may negotiate account terms and minimums. What is distinctive about Schnieders is the scale of its business relative to its advisory staff: the brochure reports approximately $1.06 billion in assets under management and 459 client accounts, yielding materially higher AUM- and client-load metrics than most peer team firms. The brochure also discloses practices that are less common among peers — the firm may use borrowing in client accounts, compensates third parties for client referrals, and maintains an employee Cash Balance Plan — each of which can affect how services are delivered.
To learn more about the advisors currently working at Schnieders Capital Management, LLC., 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.
You can also browse Schnieders Capital Management, LLC.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| —
| |
Phoenix, AZ
| —
| |
Pasadena, CA
| 24
| |
Pasadena, CA
| 29
|
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