Jeffrey Snodgrass is a registered investment advisor at Wedmont Private Capital, based in Saint Louis, MO, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 498 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wedmont Private Capital includes investment management services as part of its ongoing financial planning service. Clients pay a fixed quarterly fee of $3,125 ($12,500 per year) which covers both financial planning and investment management. If WPC engages a third-party manager, that manager may charge a separate fee in addition to WPC's fee.
Location
5431 Chippewa St, Saint Louis, MO, 63109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the sole owner/advisor at Mindful Wealth LLC, providing investment management and financial planning. He is also an advisor/CCO at Passport Wealth Management.
Employment History
Current Registrations
Wedmont Private Capital
Previous Registrations
Xypn Invest
Mindful Wealth LLC
Hill Investment Group
State Registrations2 states
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