Monte Snider
Monte Snider is a ChFC-designated registered investment advisor at Snider Financial Group, based in Bellevue, WA, with 33 years of industry experience. Monte 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 3 more. Their firm serves 509 clients with $500M 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 $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
A minimum of $200,000 is required or an annualized fee of 1.75% of assets under management will be assessed.
Fee Estimator
Location
12505 Bel-Red Rd, Suite 200, Bellevue, WA, 98005
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2011Other Business ActivitiesSells Insurance
Monte sells non-variable insurance (life, disability, health, and LTC) and property/casualty insurance, dedicating about 10-20% of his time to insurance-related activities. He also owns rental real estate and is the CEO/Owner of FinTax Partners LLC, spending minimal time on these activities.
Employment History
Current Registrations
Snider Financial Group
Previous Registrations
LPL Financial LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Snider Financial Group
Sunamerica Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 states
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.