Timothy Snyder is a registered investment advisor at Private Client Services, LLC, based in Omaha, NE, with 15 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Omaha, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Timothy works full-time as a Registered Investment Advisor (RIA) at RFG Advisory. He dedicates his entire work schedule to this role.
Employment History
Current Registrations
Rfg Advisory, LLC
Private Client Services, LLCBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Nylife Securities LLCBroker
State Registrations3 states
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