Snider Financial Group provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. Snider Financial Group helps clients set realistic financial goals and creates custom strategies covering cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and estate planning. Investment advice is delivered through ongoing portfolio management, where Snider Financial Group makes investment decisions on behalf of clients, or through standalone financial planning consultations. Snider Financial Group uses a strategic asset allocation approach with a tactical overlay, utilizing managed funds, exchange-traded funds, and individual securities. Snider Financial Group also offers advisory programs sponsored by LPL Financial to give clients access to institutional managers and specialized model portfolios. Additionally, Snider Financial Group is a licensed insurance agency and is affiliated with an accounting and tax preparation firm, allowing clients to access those services if desired.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are negotiable. Accounts under $200,000 are subject to a 1.75% annual fee unless an exception applies. Clients with over $5,000,000 in assets receive partial coverage of CPA and estate attorney fees.