James Snyder
James Snyder is a CFA, CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Pittsburgh, PA, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
Pittsburgh, PA
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Regulatory History
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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James serves as a trustee on the board of trustees for the YMCA of Beaver County and the Pittsburgh Public Theater since 2021. He spends minimal time on each of these activities.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Mariner Wealth
Executive Wealth Counselors, LLC
Park Avenue Securities LLC
State Registrations1 state
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