Vanguard Advisers Inc
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About this Advisor
Kim Schnatz is a certified financial planner who works in Charlotte, North Carolina, who has been in the financial industry for 12 years. Schnatz currently works for Vanguard Advisers Inc. They have been an employee of Vanguard Advisers Inc for all of their career. Schnatz maintains a Series 63 license, certifying them as a securities broker, and can serve investors in North Carolina and Texas. Vanguard Advisers Inc is a company that has its headquarters in Charlotte, North Carolina. It has offices in three locations and a total of 878 financial advisors. It administers $151 billion in total assets among its 661,667 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 583 charitable organizations. Of its 661,667 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. Fee types charged by Vanguard Advisers Inc most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Vanguard Advisers Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kim Schnatz Work History
Kim has 12 years of experience.
The Vanguard Group Inc
Kim Schnatz has no disclosures.
Please visit their SEC profile for more details.