CS
CFP
CS
CFP

Christopher Snyder

11 Years of Experience
Austin, TX

Christopher Snyder is a CFP-designated registered investment advisor at Richard P. Slaughter Associates, INC., based in Austin, TX, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 5 more. Their firm serves 457 clients with $910M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
457 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$905.2M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $20.0M0.55%
$20.0M - $40.0M0.45%
$40M+0.35%

Fees are negotiable at the firm's sole discretion based on factors such as assets managed, portfolio composition, scope of engagement, and servicing needs. Minimum quarterly household fee is $3,125.

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

9600 North Mopac, Suite 600, Austin, TX, 78759

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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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Employment History
Current Registrations
Richard P. Slaughter Associates, INC.
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2019 - April 2021 · 2 yrs 3 mos
Charles Schwab & CO., INC.Broker
January 2019 - April 2021 · 2 yrs 3 mos
Charles Schwab & CO., INC.
December 2015 - July 2018 · 2 yrs 7 mos
Charles Schwab & CO., INC.Broker
June 2014 - July 2018 · 4 yrs 1 mo
State Registrations2 states
NMTX
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.
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