Adam Snellbaker is a registered investment advisor at Acs Tax & Financial Advisors PC, based in Pottstown, PA. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.55% |
Rates shown are for the standalone investment-only service. The comprehensive advisory service with planning included charges 1.00% on the first $1,000,000 and 0.75% on amounts over $1,000,000. Fees are negotiable.
Fee Estimator
Location
Pottstown, PA
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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 →Employment History
Current Registrations
Acs Tax & Financial Advisors PC
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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