David Snyder is a CFP-designated registered investment advisor at Sfm, LLC, based in Manchester, NH, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 269 clients with $320M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
269 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$323.2M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.38% |
| $500K - $750K | 1.13% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.3M | 0.95% |
| $1.3M - $1.5M | 0.88% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.82% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.78% |
| $5M+ | 0.78% |
Fees are negotiable. For accounts over $5,000,000, fees are determined on a custom quote basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
575 Front Street, Manchester, NH, 03102
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2016Final
Employment History
Current Registrations
Sfm, LLC
December 2021 - Present · 4 yrs 4 mos
Previous Registrations
Citizens Investment Services
November 2016 - December 2021 · 5 yrs 1 mo
Citizens Securities, INC.Broker
September 2016 - December 2021 · 5 yrs 3 mos
Citizens Securities, INC.Broker
December 2015 - September 2016 · 9 mos
Citizens Securities, INC.
September 2015 - September 2016 · 1 yr
State Registrations3 states
FLMANH
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.