Kim
Schnatz

Vanguard Advisers Inc

CRD#5210862
Investment Advisor
in Charlotte, NC
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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

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

2525 Waterridge Parkway 1 North Falls Plaza Suite100
Charlotte, NC 28217

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Vanguard Advisers Inc Brokerage Details

Total Assets Under Management

$151,085,275,109

NC Average: $15,833,994,310
Total Number of Employees

878

NC Average: 41
Total Number of Accounts

661,667

NC Average: 3,342
Average Account Size

$228,340

NC Average: $4,737,880

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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.

2006 - Present (13 years)

The Vanguard Group Inc

Disclosures

Kim Schnatz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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