Robert Schneider is a CFP-designated registered investment advisor at Beaumont Financial Partners, based in Round Hill, VA, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,751 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For diversified accounts, the typical annual management fee is up to 1%. Non-diversified accounts, for example bond ladder only accounts, will normally be charged a reduced rate, typically an annual investment management fee of 0.50% of the of the accounts market value. Fees are negotiable.
Fee Estimator
Location
Round Hill, VA
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2001Customer Dispute
June 2000Employment History
Current Registrations
Beaumont Financial Partners
Previous Registrations
The Baha
Beaumont Financial Partners LLC
Strategic Advisers, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.