Jon Snyder
Jon Snyder is a CFP-designated registered investment advisor at Hergenroeder Financial Advisors, INC., based in Timonium, MD, with 10 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 421 clients with $300M 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 $500K | 1.60% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
1954 Greenspring Drive, Suite 230, Timonium, MD, 21093
Get directionsHistory
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 Activities
Jon is doing business as Hergenroeder Financial Advisors, Inc. for his LPL business. He also provides investment advisory services through Hergenroeder Financial Advisors, Inc. as an IAR, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Hergenroeder Financial Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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.