Kyleigh Snyder is a CFP-designated registered investment advisor at Mcbeath Financial Group, based in Normal, IL. Kyleigh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 237 clients with $290M 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 $30K | 1.70% |
| $30K - $100K | 1.70% |
| $100K - $300K | 1.65% |
| $300K - $600K | 1.60% |
| $600K - $1.0M | 1.55% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are calculated monthly in advance. Household assets can be combined to meet the schedule and minimums.
Fee Estimator
Location
203 Landmark Drive, Suite A, Normal, IL, 61761
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mcbeath Financial Group
State Registrations1 state
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Exams
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