CS
ChFC
CS
ChFC

Chandra Snyder

22 Years of Experience
Huntertown, IN
BrokerSells Insurance

Chandra Snyder is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Huntertown, IN, with 22 years of industry experience. Chandra 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 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7073 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

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

15604 Lima Rd, Huntertown, IN, 46748

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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

Chandra owns Chandra Snyder Investments LLC (real estate), Snyder Travel, and Chandra Lynne Snyder Insurance Agency (State Farm). She also serves as President of the Huntertown Chamber of Commerce, dedicating minimal time to each of these activities except for the insurance agency, which takes about half of Chandra's time.

Employment History
Current Registrations
State Farm Investment Management CORP.
September 2023 - Present · 3 yrs 1 mo
State Farm Vp Management CORP.Broker
June 2004 - Present · 22 yrs 4 mos
State Registrations3 states
INMIOH
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.
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