Eve Schniebolk
Eve Schniebolk is a CFP-designated registered investment advisor at Sound & Secure Advisors LLC, based in Rockville Centre, NY, with 3 years of industry experience. Eve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 91 clients with $33M 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 | 1.25% |
Fee is negotiable and can be adjusted for special circumstances.
Fee Estimator
Location
Rockville Centre, NY
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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 ActivitiesSells Insurance
Eve is an independent insurance agent since 2015, selling life and/or accident/health insurance. She also provides accounting, bookkeeping, and tax preparation services as a sole proprietor since 1985.
Employment History
Current Registrations
Sound & Secure Advisors LLC
Previous Registrations
Eve Schniebolk, CFP.
State Registrations1 state
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.