Snyder Wealth Group offers discretionary investment management and limited retirement planning and consulting services to individuals, business entities, trusts, estates, charitable organizations, and pension plans. Founded in 1991 and based in Medford, New York, the firm constructs personalized portfolios using individual equities, fixed income securities, mutual funds, exchange-traded funds, and private funds. Clients can engage Snyder Wealth Group on a non-wrap fee basis or through wrap fee programs sponsored by Osaic Wealth, Inc., which bundle advisory, trade execution, and custodial services. The firm also provides allocation services for employer-sponsored retirement plans and variable annuity sub-accounts. Snyder Wealth Group does not offer comprehensive financial planning as a standard service, though limited consulting on non-investment matters may be available for separate fixed or hourly fees. The firm's President and representatives may also act as registered representatives of a broker-dealer or licensed insurance agents, presenting potential conflicts of interest regarding commission-based product sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees generally range between 0.50% and 2.50% depending on the level and scope of services required. Fees are negotiable and may vary based on factors such as asset amount, account composition, and complexity.