Assets Under Management

$500.7M

Number of Clients

509

Number of Advisors

11

Average Client AUM

$984K

AUM per Advisor

$45.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Snider Financial Group offers customized investment advisory services through a wrap fee program where securities transaction fees are included in the overall advisory fee. The firm is incentivized to limit trades or utilize securities without transaction fees. They also offer financial planning and consulting services.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

12505 Bel-Red Road, Suite 200, Bellevue, WA, 98005

11 Advisors at this firm

Snider Financial Group | TrueAdvisor