ES
CFP
ES
CFP

Erica Lynn Snyder

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,123 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.75%
$5M+0.60%

Hunter Associates may, in its sole discretion, deviate from this schedule for a particular client. Clients who opened their accounts prior to January 1, 2023, are generally subject to lower investment advisory fees and will pay the lesser of the fee that would be applicable to such account under the schedule above and the previous schedule.

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

436 Seventh Avenue, Koppers Building, 27th Floor, Pittsburgh, PA, 15219-1818

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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

Erica is an independent insurance agent since 2004, selling non-variable life, health, annuity, and disability income insurance products. This takes a few hours per week, all during trading hours.

Employment History
Current Registrations
Hunter Associates LLC
December 2012 - Present · 13 yrs 2 mos
Hunter Associates LLCBroker
January 2003 - Present · 23 yrs 1 mo
Previous Registrations
Hunter Associates, INC.
June 2003 - December 2005 · 2 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
August 2000 - December 2002 · 2 yrs 4 mos
Robert W. Baird & CO. IncorporatedBroker
August 2000 - January 2002 · 1 yr 5 mos
Olde Discount CorporationBroker
July 1998 - February 2000 · 1 yr 7 mos
State Registrations27 states
AZCACOCTDCFLILKYLAMAMDMEMINCNHNJNVNYOHORPASCTXUTVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.