KS

Kamaljit Kaur Sahota-Middleton

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
11 advisors
Number of Clients
509 clients
Average Client Portfolio
$984K average
Assets Under Management
$500.7M

Fee Structure

Minimum Investment:$200K
Financial Plan Fee:$3,500
Hourly Rate:$150 - $500/hr

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.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
Loading...

Advisor Information

Office location

12505 Bel-Red Road, Suite 200, Bellevue, WA, 98005

Get directions
Regulatory History
Clean regulatory record

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 Activities

Kamaljit works as a mortgage broker for KK Loans, LLC dba NEXA Mortgage, LLC. This investment-related activity takes about 10-20% of Kamaljit's time.

Employment History
Current Registrations
Snider Financial Group
February 2025 - Present · 11 mos
Previous Registrations
Clear Creek Financial Management, LLC
May 2024 - February 2025 · 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.