Snider Financial Group provides financial planning and investment management services. Financial planning covers areas like cash flow, tax, insurance, retirement, and estate planning. Investment management includes ongoing advice and implementation, with discretionary and non-discretionary options. Snider Financial Group also uses a third-party platform to manage held-away assets, such as defined contribution plan participant accounts. They also utilize sub-advisory services of a third-party investment advisory firm to aid in the implementation of an investment portfolio designed by Snider Financial Group.
Assets Under Management$500M
Clients509
Advisors9
Avg. per Client$980K
Avg. per Advisor$56M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
A minimum of $200,000 is required or an annualized fee of 1.75% of assets under management will be assessed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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