Steven SchonemanCRD Number: 1820582
Current Firm: Hpm Partners LLC
Steven Schoneman (CRD# 1820582) is an Investment Advisor Representative working at Hpm Partners LLC in Chicago, IL and has over 29 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Hpm Parnters LLC||New York, NY||Apr 2010 - Current||7|
|Legg Mason Investment Counsel, LLC||Chicago, IL||Jun 2007 - Mar 2010||2|
|Northern Trust||Chicago, IL||Apr 1999 - Jun 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1988|
Total Assets Under Management4,159MILLIONS
Total Number of Accounts570ACCOUNTS
Average Account Value$7,296,875
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CT, FL, GA, IL, LA, MI, NE, NH, NJ, NV, NY, OH, TX, WI
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