Alan Tanenblatt
Alan Tanenblatt is a registered investment advisor at Snyder Wealth Group, based in Medford, NY, with 54 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,709 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Snyder Wealth Group offers investment management services where fees are based on a percentage of the value of your investments. The annual fee generally ranges from 0.50% to 2.50%, charged quarterly in advance. For assets managed indirectly, such as in an employer-sponsored 401(k) or 403(b), the annual fee is 0.50%, and there is a minimum account balance of $100,000. There is a $2,500 minimum annual client fee.
Snyder Wealth Group also offers the Vision 2020 Wealth Management Program with a maximum annual fee of 2.50%.
Location
1733 N Ocean Ave, Suite B, Medford, NY, 11763
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2007Other Business ActivitiesSells Insurance
Alan is a representative for Long Island Financial Advisors Inc, providing college financial aid planning services, dedicating about 60 hours per month. He also acts as a broker for life, health, and fixed annuity companies, and is an investment advisor for Mark J Snyder Financial Services Inc, dedicating full-time hours to this role.
Employment History
Current Registrations
Snyder Wealth Group
Osaic Wealth, INC.Broker
Previous Registrations
Long Island Financial Advisors, INC.
First Investors CorporationBroker
Investacorp, INC.Broker
Portfolio Edge Securities, INC.Broker
Abacus Equity Services, INC.Broker
Cardell & Associates, IncorporatedBroker
Home Life Insurance CompanyBroker
Kurz-Liebow & Company, INC.Broker
First Investors CorporationBroker
State Registrations4 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.