Kyle Schneider
Kyle Schneider is a CFP, ChFC-designated registered investment advisor at Chatterton & Associates, based in Anaheim, CA, with 28 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,542 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.62% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
3061 E. La Palma Ave., Anaheim, CA, 92806
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2015Other Business ActivitiesSells Insurance
Kyle is a statutory agent and registered investment advisor with Chatterton & Associates since 2004, selling and maintaining variable annuity products. He also provides independent investment advice, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Chatterton & Associates
Osaic Wealth, INC.Broker
Previous Registrations
Chatterton & Associates
Regal Advisory Services, INC.
Olde Discount CorporationBroker
State Registrations24 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.