Jerold Sniderman
Jerold Sniderman is a registered investment advisor at Southbridge Advisors, LLC, based in Marieta, GA, with 24 years of industry experience. Jerold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 220 clients with $350M 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 $250K | 2.00% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.50% |
| $2M+ | 1.00% |
Management fees are negotiable and can be calculated and collected quarterly in arrears or in advance. Institutional strategists may add a platform fee of up to 0.75%.
Fee Estimator
Location
533 Johnson Ferry Road, Suite 200, Marieta, GA, 30068
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
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.
Employment History
Current Registrations
Southbridge Advisors, LLC
Previous Registrations
Southbridge
Wealth and Pension Services Group INC.
Triad Advisors LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Abn Amro IncorporatedBroker
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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