Christina Snyder is a CFP-designated registered investment advisor at Cwm, LLC, based in Cockeysville, MD, with 10 years of industry experience. Christina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.
Fee Estimator
Location
4 North Park Drive, Ste. 402, Cockeysville, MD, 21030
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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
Christina is involved in several outside business activities, including being a member of Collaborative Professionals of Baltimore, treasurer of The Shoals Condominium and AA Collaborative Group, co-president of Women in Insurance & Financial Services, and a board member for HASA - Baltimore. She also works as an insurance agent selling life, health, disability, annuities, and LTC insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
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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