Trent Schneider is a registered investment advisor at Beaumont Financial Partners, based in Washington, DC, with 1 years of industry experience. Trent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,751 clients with $3.4B 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 | 1.00% |
For diversified accounts, the typical annual management fee is up to 1%. Non-diversified accounts, for example bond ladder only accounts, will normally be charged a reduced rate, typically an annual investment management fee of 0.50% of the of the accounts market value. Fees are negotiable.
Fee Estimator
Location
Washington, DC
Get directionsHistory
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 →Employment History
Current Registrations
Beaumont Financial Partners
Previous Registrations
The Baha
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.