Jerry Snyder
Jerry Snyder is a CFP-designated registered investment advisor at Retirement Strategies, LTD., based in Dublin, OH, with 42 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 419 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.70% |
| $750K - $1.3M | 0.60% |
| $1.3M - $2.3M | 0.50% |
| $2.3M+ | 0.40% |
Fees are billed quarterly in advance and are negotiable. The firm retains discretion to make exceptions to the published schedule.
Fee Estimator
Location
5060 Parkcenter Ave Suite A, Dublin, OH, 43017
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 1998Civil Bond
February 1990Employment Separation After Allegations
March 1988Regulatory
March 1988Customer Dispute
March 1988Other Business ActivitiesSells Insurance
Jerry is a board member/secretary for Central Ohio Professional Education Council (COPEC), dedicating a few hours per week. He is also a passive partner in RS Tax and Accounting Services, LLC, spending minimal time. Jerry is a licensed insurance agent selling and recommending insurance products through Crump Life Insurance Services, dedicating a few hours per week.
Employment History
Current Registrations
Retirement Strategies, LTD.
Previous Registrations
Royal Alliance Associates, INC.
The Financial Network Group, LTD
Royal Alliance Associates, INC.Broker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Wrp Investments, INC.Broker
Columbus Equities International, INC.Broker
New England Securities CorporationBroker
Mutual Benefit Financial Service CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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