Snider Talbot Financial Planning provides hourly financial planning and investment advice to individuals. They also offer asset management services. They gather information about your financial situation, clarify your needs and goals, and provide recommendations. Periodic reviews are recommended, and clients are responsible for initiating them.
Assets Under Management$52M
Clients159
Advisors4
Avg. per Client$330K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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