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Erin Rose Schneider

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningDivorce Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
849 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,500
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Location

2040 Main Street, Suite 720, Irvine, CA, 92614

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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
Benefit Financial Services Group
December 2022 - Present · 3 yrs 2 mos
State Registrations2 states
CANC
Advisor
Exams
No exam information available for this advisor.