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Gregory Snider

18 Years of Experience
New Braunfels, TX

Gregory Snider is a registered investment advisor at Rufus Hayes Asset Management, LLC, based in New Braunfels, TX, with 18 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$12.7M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Rufus Hayes Asset Management charges a percentage of the value of your portfolio annually. The exact fee is negotiable but will not exceed 2.50% or be less than 1.00% per year. Fees are charged quarterly, in advance, based on the ending balance of the previous quarter. The minimum account size to open an account is $500,000, but this may be negotiable.

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Location

1259 Tx-337 Loop #300, New Braunfels, TX, 78130

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory is a managing member of NB Capital LLC and a manager of Solms Landing Development LLC, dedicating minimal time and about 10-20% of his time, respectively. He also owns multiple real estate entities, including GSJM 1101 LLC, Churchill 337 LLC, Solms Landing 306 LLC, Solms Pickleball LLC, and Solms Landing Maintenance Association, spending minimal time on each.

Employment History
Current Registrations
Rufus Hayes Asset Management, LLC
April 2017 - Present · 9 yrs 1 mo
South Texas Capital Advisors, LLC
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2015 - July 2016 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
May 2015 - July 2016 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2015 · 2 yrs 7 mos
J.P. Morgan Securities LLC
October 2012 - May 2015 · 2 yrs 7 mos
Chase Investment Services CORP.
June 2009 - October 2012 · 3 yrs 4 mos
Chase Investment Services CORP.Broker
August 2007 - October 2012 · 5 yrs 2 mos
State Registrations1 state
TX
Advisor

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.