DS
CFP
DS
CFP
David Snyder
10 Years of Experience
Bedford, NH
1 Disclosure
David Snyder is a CFP-designated registered investment advisor at Sweeney Financial Advisors, based in Bedford, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 258 clients with $400M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
258 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$403.2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| 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% |
| $5.0M - $6.0M | 0.75% |
| $6.0M - $7.0M | 0.72% |
| $7.0M - $9.0M | 0.70% |
| $9.0M - $10.0M | 0.68% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.55% |
Fees are flat across the entire portfolio value and are negotiable. SFM may waive minimum fees based on specific criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
360 Route 101 Suite 10, Bedford, NH, 03110
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Regulatory History (1)
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Regulatory
June 2016Final
Employment History
Current Registrations
Sweeney Financial Advisors
December 2021 - Present · 4 yrs 10 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.
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