Snavely Associates Financial Services offers investment advice and portfolio management. Snavely Associates Financial Services works with clients to determine their investment objectives, risk tolerance, and other relevant information to develop a tailored strategy. The firm monitors portfolio performance and rebalances as needed due to market conditions or changes in a client's financial situation. Snavely Associates Financial Services must obtain client approval before executing any transactions on their behalf.
Assets Under Management$180M
Clients279
Advisors2
Avg. per Client$650K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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