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Ronald Snider

Capital Synergy Partners
29 Years of Experience
Las Vegas, NV
BrokerSells Insurance
View SEC Summary
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Ronald Snider is a registered investment advisor at Capital Synergy Partners, based in Las Vegas, NV, with 29 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $100M in assets under management.

Capital Synergy Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
331 clients
Average Client Portfolio
$309K average
Assets Under Management
$102.3M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.75%

Fees are negotiable at the discretion of Capital Synergy Partners. Third-party money manager program fees will not exceed 1.5%.

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

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ronald owns Optomis Insurance, where he sells insurance, dedicating nearly full-time hours to this activity. He is also the president of Snider Management, a real estate management company, spending about 10-20% of his time on this.

Employment History
Current Registrations
Capital Synergy Partners
February 2011 - Present · 15 yrs 8 mos
Capital Synergy PartnersBroker
July 2010 - Present · 16 yrs 3 mos
Previous Registrations
Financial West Group
October 2000 - December 2009 · 9 yrs 2 mos
Financial West GroupBroker
April 1999 - December 2009 · 10 yrs 8 mos
Transamerica Financial Resources, INC.Broker
August 1995 - December 1997 · 2 yrs 4 mos
State Registrations39 states
ALARAZCACTDCDEFLGAIAIDINKSKYLAMAMDMIMNMOMTNCNENHNJNMNVOHOKORPASCTNTXUTVAVTWIWV
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.
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