Ingalls & Snyder, founded in 1924, offers investment advice to individuals, banks, pension plans, trusts, estates, charities, corporations, and private investment entities. Each investment advisor representative has a distinct asset management style, adapting it to the client's needs and risk tolerance. In addition to portfolio management, Ingalls & Snyder provides financial planning services, primarily involving asset allocation and third-party manager selection. They also advise private investment partnerships and serve as an investment advisor in wrap programs sponsored by third-party broker-dealers.
Fee Structure
Ingalls & Snyder charges fees based on the value of your portfolio. The maximum annual fee for accounts with equities or equities and fixed income is 1.50% of the assets they manage. For accounts solely with fixed income, the maximum fee is 1.00%. Fees are generally billed quarterly based on the account value at the end of the quarter. Fees may be negotiable.