Snyder Wealth Group
Assets Under Management
$375.7M
Number of Clients
1,709
Number of Advisors
7
Average Client AUM
$220K
AUM per Advisor
$53.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Snyder Wealth Group provides discretionary investment advisory services on a wrap or non-wrap fee basis, and retirement consulting services. Investment advisory services are tailored to each client's needs, with ongoing supervision of accounts. The firm also offers access to the VISION2020 Wealth Management Program and Wealth Management Platform. Limited financial planning consulting services may be provided on an unsolicited basis for a separate fee.
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
Location
1733 N Ocean Ave, Suite B, Medford, NY, 11763