Curtis Snyder is a CFA-designated registered investment advisor at Towercrest Capital Management, LLC, based in Newtown, PA, with 16 years of industry experience. Curtis 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, Investment Management, and 2 more. Their firm serves 84 clients with $720M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Lower fees may be negotiated at Towercrest’s discretion.
Fee Estimator
Location
41 University Drive, Suite 400, Newtown, PA, 18940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Towercrest Capital Management, LLC
State Registrations3 states
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