MS
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Michael Snyder

14 Years of Experience
Wilmette, IL
2 Disclosures

Michael Snyder is a registered investment advisor at Zega Investments, LLC, based in Wilmette, IL, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,043 clients with $550M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
1,043 clients
Average Client Portfolio
$526K average
Assets Under Management
$548.8M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$1,000

ZEGA Investments charges a percentage of the assets they manage for you. This fee ranges from 0.50% to 1.75% per year. There is a $1,000 minimum fee. The fee is negotiable based on the complexity of your situation, your financial situation, and your objectives.

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Location

Wilmette, IL

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History

Regulatory History (2)
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Customer Dispute
December 2025
Pending
Customer Dispute
October 2025
Pending
Employment History
Current Registrations
Zega Investments, LLC
July 2025 - Present · 10 mos
Previous Registrations
Creative Planning
October 2015 - July 2025 · 9 yrs 9 mos
Amerivest Investment Management, LLC
January 2011 - July 2015 · 4 yrs 6 mos
TD Ameritrade, INC.
January 2011 - July 2015 · 4 yrs 6 mos
State Registrations1 state
IL
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.