Kristopher Schnell
Kristopher Schnell is a registered investment advisor at Cogent Independent Advisors, INC., based in Parker, CO, with 20 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 238 clients with $110M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The annual fee may be negotiable. For alternative investments that are illiquid, the annual advisory fee is no more than 0.25% of the most recent asset value.
Fee Estimator
Location
19501 East Mainstreet Ave., Suite 200, Parker, CO, 80138
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kristopher is involved with Cogent Tax Strategies LLC, facilitating tax return preparation. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Cogent Independent Advisors, INC.
Previous Registrations
Metlife Securities INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Fsc Securities Corporation
State Registrations3 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.