Eric Michael Sneider
ES
CFA · CFP

Eric Michael Sneider

22 Years of Experience

Firm Information

Eric Michael Sneider
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B

Fee Structure

Financial Plan Fee:From $2,000

Modera's fees are based on assets under management, hourly rates, or fixed fees. Wealth management fees range from 0.15% to 1.00%, and portfolio management fees range from 0.10% to 0.80%. Minimum quarterly fees apply: $2,500-$5,000 for wealth management and $2,000-$4,000 for portfolio management. Stand-alone financial planning fees range from $2,000 and up. Tax preparation fees range from $600-$1,500. Investment monitoring fees range from $5,000 to $50,000 per year.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

56 Jefferson Avenue, Westwood, NJ, 07675

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Eric Michael Sneider
ES
Contact
Eric Michael Sneider
Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Modera Wealth Management, LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Bromfield Sneider Wealth Advisors, INC.
August 2004 - July 2024 · 19 yrs 11 mos
Linsco/private Ledger CORP.
September 2003 - January 2007 · 3 yrs 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Eric Michael Sneider
ES
Contact
Eric Michael Sneider