Eddie Snow
Eddie Snow is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Farmington, UT, with 27 years of industry experience. Eddie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
215 N Union Ave, Farmington, UT, 84025
Get directionsHistory
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 ActivitiesSells Insurance
Eddie is an insurance agent with Stone Hill National since 2019, selling non-variable term life insurance. This activity requires about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Cetera Advisor Networks LLCBroker
Cwm, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Knox Capital Advisors, LLC
Kcg Securities, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Sunamerica Capital Services, INC.Broker
Principal Funds Distributor, INC.Broker
Planco Financial Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations40 states
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
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