AS
AS

Aaron Matthew Schoenecker

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
7368 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fees negotiable for assets over $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,000
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Location

500 Maryville University Drive, St Louis, MO, 63141

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
May 2023 - Present · 2 yrs 9 mos
Charles Schwab & CO., INC.
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
TD Ameritrade, INC.
October 2018 - October 2022 · 4 yrs
TD Ameritrade Investment Management, LLC
October 2018 - February 2021 · 2 yrs 4 mos
TD Ameritrade, INC.Broker
February 2018 - May 2023 · 5 yrs 3 mos
Scottrade, INC.Broker
June 2017 - February 2018 · 8 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aaron Matthew Schoenecker - Financial Advisor | TrueAdvisor