ES
CFP
ES
CFP

Erica Snyder

27 Years of Experience
BrokerSells Insurance

Erica Snyder is a CFP-designated registered investment advisor at Hunter Associates LLC, based in Pittsburgh, PA, with 27 years of industry experience. Erica 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. Their firm serves 1,123 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)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

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.75%
$5M+0.60%

Fees may be negotiable. Clients who opened accounts prior to January 1, 2023, are generally subject to lower investment advisory fees.

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

Location

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

Get directions

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.

Learn about disclosures →
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 4 mos
Hunter Associates LLCBroker
January 2003 - Present · 23 yrs 3 mos
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 Registrations26 states
AZCACOCTDCFLILKYMAMDMEMINCNHNJNVNYOHORPASCTXUTVAWAWV
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.
Erica Snyder - Financial Advisor | TrueAdvisor