CS
CFA
CS
CFA

Christian Adams Snyder

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningCharitable GivingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
18 advisors
Number of Clients
660 clients
Average Client Portfolio
$8.2M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.85%
$10M+0.75%

Fees may vary based on strategy, fee negotiation, and changes in fee schedules over time.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

384 North Grand Street, Cobleskill, NY, 12043

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Fenimore Asset Management, INC.
October 2022 - Present · 3 yrs 4 mos
Fenimore Securities, INC.Broker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Goldman Sachs Ayco Personal Financial Management
April 2021 - October 2022 · 1 yr 6 mos
Mercer Allied Company, L.P.Broker
January 2021 - October 2022 · 1 yr 9 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christian Adams Snyder - Financial Advisor | TrueAdvisor