James Snyder is a CFP-designated registered investment advisor at Intellus Advisors, LLC, based in Naples, FL, 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 Charitable Giving, Divorce Planning, Education Planning, Insurance Planning, and 3 more. Their firm serves 1,032 clients with $1.2B 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $30.0M | 0.60% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | Included |
Fees may be adjusted higher or lower based on legacy arrangements, complexity of financial planning, specialized investment strategies, or affiliated account relationships.
Fee Estimator
Location
8625 Tamiami Trail N., Suite 301, Naples, FL, 34108
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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.
Learn about disclosures →Employment History
Current Registrations
Intellus Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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