Schnieders Capital Management

Schnieders Capital Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 4 advisors are listed here; 2 of 4 hold the CFA.
• Its Form ADV reports 8 employees and 459 individual clients, 183 of them high net worth.
• Its average account is about $919,000 (assets it manages divided by its 1,155 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Schnieders Capital Management fees

Schnieders Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (4)

• James Schnieders

  CFA

• Jason Kalman

• John Schnieders

  CFP · CFA

• Shea Ogara