Snider Financial Group charges an hourly fee for financial planning and consulting, up to $500 per hour for an Advisor and $150 per hour for an Associate Advisor or Paraplanner. The Wealth Management System has a one-time financial plan fee equal to 0.20% of total assets, subject to a $3,500 minimum. New and existing clients who transfer assets to Snider Financial Group for advisory services within six months of the delivery of the financial plan shall receive a reduced fee of 0.10% of the client’s total assets under management. The annual investment management fee is based on a percentage of assets under management. A minimum of $200,000 is required or an annualized fee of 1.75% of assets under management will be assessed.
12505 Bel-Red Rd, Suite 200, Bellevue, WA, 98005
Get directionsMonte sells non-variable insurance (life, disability, health, and LTC) and property/casualty insurance, dedicating about 10-20% of his time to insurance-related activities. He also owns rental real estate and is the CEO/Owner of FinTax Partners LLC, spending minimal time on these activities.