JS
CFP
JS
CFP
Jeffrey Snyder
31 Years of Experience
San Ramon, CA
2 DisclosuresBroker
Jeffrey Snyder is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in San Ramon, CA, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3150 Crow Canyon Road, San Ramon, CA, 94583-1332
Get directionsHistory
Regulatory History (2)
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Regulatory
December 1994Final
Criminal
August 1992Final Disposition
Employment History
Current Registrations
Charles Schwab & CO., INC.
November 2021 - Present · 4 yrs 6 mos
Charles Schwab & CO., INC.Broker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
TD Ameritrade, INC.
February 2018 - June 2022 · 4 yrs 4 mos
TD Ameritrade Investment Management, LLC
February 2018 - June 2022 · 4 yrs 4 mos
TD Ameritrade, INC.Broker
February 2018 - June 2022 · 4 yrs 4 mos
Scottrade Investment Management
September 2016 - February 2018 · 1 yr 5 mos
Scottrade, INC.Broker
July 2008 - February 2018 · 9 yrs 7 mos
Amerivest Investment Management, LLC
April 2006 - December 2007 · 1 yr 8 mos
TD Ameritrade, INC.
June 2003 - December 2007 · 4 yrs 6 mos
TD Ameritrade, INC.Broker
November 1997 - December 2007 · 10 yrs 1 mo
Kennedy, Cabot & CO.Broker
June 1995 - November 1997 · 2 yrs 5 mos
Waddell & Reed, INC.Broker
May 1994 - November 1994 · 6 mos
F.N. Wolf & CO., INC.Broker
July 1993 - February 1994 · 7 mos
State Registrations12 states
AKCAFLGANMNVNYOKORPAVAWA
AdvisorBrokerBoth
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.