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Ryan Snyder

14 Years of Experience
Portage, MI
Sells Insurance

Ryan Snyder is a registered investment advisor at Infinity Advisory Group, based in Portage, MI, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 202 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
202 clients
Average Client Portfolio
$508K average
Assets Under Management
$102.7M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8105 Valleywood Lane, Suite A, Portage, MI, 49024

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ryan is a licensed insurance agent since 2009, offering annuities, life, and long-term care insurance, dedicating about 10-20% of his time during market hours. He is also a partner in G Dell Enterprises, a service company for tax purposes, spending minimal time on this activity.

Employment History
Current Registrations
Infinity Advisory Group
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Advisory Services Network
March 2016 - June 2023 · 7 yrs 3 mos
Foundations Investment Advisors LLC
March 2016 - March 2016 · 0 mos
Harbinger Asset Management, LLC
August 2011 - March 2016 · 4 yrs 7 mos
State Registrations1 state
MI
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.