Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Snyder Wealth Group charges an annual fee based on a percentage of the market value of assets under management. Clients may also incur brokerage commissions, transaction fees, and other charges from the custodian. Retirement planning and consulting services are offered for a negotiable fixed or hourly fee. The firm participates in wrap fee programs, which may cost more or less than purchasing services separately.
Areas of Practice
Advisor Information
Office location
Mastic, NY
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
Raymond is a general agent for Presidential Life, selling fixed annuity products and dedicating minimal time to this activity. He also owns LI Sports Shots, photographing youth sports events, which takes about 10-20% of his time, and works full-time as an Investment Advisor Rep for Mark J Snyder Financial Services.