ES
CFP
ES
CFP

Edward Snyder

33 Years of Experience
Pittsburgh, PA
1 Disclosure

Edward Snyder is a CFP-designated registered investment advisor at Bill Few Associates, INC., based in Pittsburgh, PA, with 33 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,972 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
2,972 clients
Average Client Portfolio
$916K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $1.5M0.75%
$1.5M+0.50%

Fees may be negotiable based on asset complexity and relationship size. American Funds F-2 Direct Program charges a flat fee between 0.25% and 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

740 Washington Road, Suite 100, Pittsburgh, PA, 15228

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2002
Closed-No Action
Employment History
Current Registrations
Bill Few Associates, INC.
July 2014 - Present · 12 yrs 3 mos
Previous Registrations
Bill Few Securities, INC.Broker
September 1997 - December 2021 · 24 yrs 3 mos
Walnut Street Securities, INC.Broker
May 1993 - September 1997 · 4 yrs 4 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
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