| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.50% |
| $2M+ | 1.00% |
The wrap management fee is negotiable.
533 Johnson Ferry Road, Suite 200, Marieta, GA, 30068
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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 →Jerold is the president of a non-profit homeowner's association, dedicating minimal time. He is also the president of Sniderman Wealth Management, assisting clients with life, disability, variable products, LTC insurance, and financial services, which is a full-time commitment. Additionally, Jerold is the president of The Sniderman Group LLC, a marketing/sales consulting firm, spending a few hours per week.