Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 0.75% |
| $1.5M+ | 0.50% |
These fees apply to AutoPilot non-discretionary management services.
Fee Estimator
The Snider Investment Method Online Course is $499. CoPilot is $49.99 per month. AutoPilot fees are tiered based on AUM (see table). Asset Management fees are also tiered based on AUM (see table), with a minimum asset value of $200,000. Chrisilis Investment Management has a flat fee of 0.5% AUM and no minimum asset value. Snider Advisors reserves the right to negotiate individual fee agreements.
Areas of Practice
Advisor Information
Office location
100 Decker Court, Suite 120, Irving, TX, 75062
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
Jesse is a licensed insurance representative, spending minimal time on insurance-based solutions. He also owns several corporations (Track Your Dividends, OptionDash, ChartLog, and TrackMySubs) and dedicates a few hours per week to each for operations, marketing, and accounting work.