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 directionsNo 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 →Sheldon sells non-variable insurance and dedicates about 10-20% of his time to this investment-related activity since 2009.