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
1733 N Ocean Ave, Suite B, Medford, NY, 11763
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
Barry operates as a registered representative and broker under BAP Financial Services, spending minimal time on these activities. He also provides investment advisory services for Snyder Wealth Management, dedicating nearly full-time hours to this role.