Kyle Patrick Schneider

CFP · ChFC

Chatterton & Associates

28 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Chatterton & Associates

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

2,771 clients

Average Client Portfolio

$423K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Tiered)

Assets Under Management	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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

3061 E. La Palma Ave., Anaheim, CA, 92806

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2015

Denied

View Full SEC Report How to Read Disclosures

Other 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.