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.
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Christopher is the Director of Portfolio Management at Mark J. Snyder Financial Services since 2016. This role involves securities research, portfolio analysis, retirement plans, financial advice, client communication, and meetings, taking up nearly all of Christopher's time.