Philip Snyder is a CFA-designated registered investment advisor at Snyder Asset Management, LLC, based in Hunt Valley, MD, with 19 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 76 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Snyder Asset Management's fees for wealth management services range from 1.20% to 1.50% of the value of your portfolio per year, paid quarterly in advance. The exact fee depends on the complexity of your financial situation, considering factors like assets, liabilities, financial planning topics, and family status. Relationships with multiple objectives, specific reporting requirements, or portfolio restrictions may be charged a higher fee, not to exceed 2%.
Location
11019 Mccormick Road, Suite 320, Hunt Valley, MD, 21031
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 →Employment History
Current Registrations
Snyder Asset Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.