William Snider
William Snider is a CFA-designated registered investment advisor at Broadoak Asset Management, LLC, based in Bethesda, MD, with 18 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BroadOak's fees are negotiated separately for each client, but are typically based on a percentage of the net capital committed. These fees generally do not exceed 2.5% and are typically paid quarterly in advance. BroadOak may also receive performance-based compensation, generally 20% or more of the fund's net capital appreciation, after deducting the base management fee. Clients also incur bank fees, audit fees, and legal fees.
Location
4800 Montgomery Lane, Suite 230, Bethesda, MD, 20814
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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 Activities
William is an investor in Coastal Pension Services, a third-party retirement plan administrator, dedicating a few hours per week. He is also an owner/investor/manager of The Broadoak Fund and a director for BioInformatics, SGI-DNA, Halo Biosciences, Tonbo Biosciences, and Cellaria, spending minimal time on each.
Employment History
Current Registrations
Broadoak Asset Management, LLC
Broadoak Partners, LLCBroker
Previous Registrations
Mercator Securities LLCBroker
State Registrations1 state
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