Lynn Snyder is a CFA-designated registered investment advisor at Advice and Planning Services, based in Washington, DC, with 11 years of industry experience. Lynn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TC Services offers several managed account programs with different fee structures:
- TIAA Personal Portfolio (TPP): 0.30% annually of the assets managed. This program is closed to new investors.
- TIAA Portfolio Advisor (PA): Fees range from 1.15% to 0.40% annually based on a tiered schedule.
- Private Asset Management (PAM): Fees range from 0.90% to 0.40% annually for a blended portfolio, or 0.50% to 0.15% annually for a fixed income portfolio, based on a tiered schedule. Transaction costs are additional for PAM.
TC Services may negotiate fee arrangements based on various factors. The fees for TPP and PA are inclusive of most transaction costs, while PAM has separate transaction costs.
Location
1300 Eye Street, Suite 300W, Washington, DC, 20005
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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 Activities
Lynn is associated with Johnson Bixby & Associates, LLC, a registered investment advisor (RIA). This activity takes nearly full-time hours.
Employment History
Current Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Previous Registrations
Private Client Services, LLCBroker
Securities America, INC.Broker
Johnson Bixby
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Columbia Financial Center IncorporatedBroker
Columbia Funds Distributor, INC.Broker
Janus Distributors, INC.Broker
State Registrations5 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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