Advisor at Benefit Financial Services Group
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Firm
Benefit Financial Services Group
Location
Holly Ridge, NC
Credentials
Series 65
Industry experience
3 years
Erin Schneider is a financial advisor at Benefit Financial Services Group with a Series 65 credential and three years of industry experience. Prior to joining the firm in 2021, she worked at Aon and was involved with Bentley University Undergraduate Admissions and the Ridgefield Operation for Animal Rescue. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors by providing wealth management, institutional pension consulting, and tax preparation services. The firm emphasizes diversified, outcome-oriented portfolios and offers specialized services including ESG portfolios, cryptocurrency options, and ERISA fiduciary roles for retirement plans.
Based on Benefit Financial Services Group
Based on Benefit Financial Services Group
$0+: 0.25% to 1.25% annually depending on services and complexity (fees can exceed 1.25% due to minimum fee) Not explicitly stated+: 0.35% to 0.55% annually on plan assets for asset-based pension consulting fees Not explicitly stated+: 0.01% to 0.75% annually on average annual plan assets for investment & compliance consulting Not explicitly stated+: 0.01% to 0.50% annually on plan assets for discretionary fiduciary services Not explicitly stated+: 0.02% to 0.10% annually on plan assets for Managed Account Service
Financial planning hourly fees generally range from $150 to $500 per hour; Divorce financial planning up to $500 per hour; Consulting in a settlor capacity at $100 per hour.
Minimum fee: Total minimum fee of up to $5,500 per year for Investment Portfolio Management Services Fee-only: Fixed fees ranging from $300 to $3,000 depending on account size and complexity; Pension consulting fixed fees from $5,000 to $200,000; Vendor search fees $5,000 to $50,000; Fiduciary structure fees $2,500 to $5,000; Participant education fees $500 to $2,000 per meeting day; Financial planning fixed fees $5,000 to $100,000; Managed Account fixed fees up to $25,000.
Holly Ridge, NC
California · North Carolina
Benefit Financial Services Group
2021 - Present (5 years)
Aon
2019 - 2019 (1 year)
Bentley University Undergraduate Admissions
2018 - 2021 (3 years)
Ridgefield Operation for Animal Rescue
2017 - 2019 (2 years)
Bissell Pharmacy
2016 - 2017 (1 year)
Full Time Student
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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