Colette Snyder
Colette Snyder is a CFP-designated registered investment advisor at Royal Fund Management, LLC, based in Lakewood, CO, with 12 years of industry experience. Colette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,966 clients with $1.6B 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 $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Options strategy has a separate fee schedule ranging from 1.50% to 2.00%. Dividend enhancement overlay strategy adds 0.25%. Fees are negotiable.
Fee Estimator
Location
550 S Wadsworth Blvd, Unit 401, Lakewood, CO, 80226
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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 →Other Business ActivitiesSells Insurance
Colette is a marketing director at Fuel Financial, Inc. since 2010, dedicating about half her time to business development, marketing, seminars, and insurance sales.
Employment History
Current Registrations
Royal Fund Management, LLC
State Registrations1 state
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
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