Snider Financial Group

Snider Financial Group charges fees for investment management and financial planning. Investment management fees are based on a percentage of assets under management, as detailed in the fee schedule. A minimum of $200,000 is required, or an annualized fee of 1.75% of assets under management will be assessed. Financial planning and consulting are billed hourly, 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 the client’s total assets, subject to a minimum of $3,500. New and existing clients who transfer assets to Snider Financial Group for advisory services within six (6) months of the delivery of the financial plan shall receive a reduced fee of 10 basis points (0.10%) of the client’s total assets under management.