Michelle Snyder is a CFP-designated registered investment advisor at Assetfusion, based in San Antonio, TX, with 18 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
San Antonio, TX
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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 ActivitiesSells Insurance
Michelle is the owner of Newleaf Wealth Strategies, LLC and an independent insurance agent for various independent insurance companies. She spends a few hours per week on these activities, with some time dedicated to trading.
Employment History
Current Registrations
Assetfusion
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
First Command Advisory Services
First Command Financial Planning, INC.
First Command Financial Planning, 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.