Snyder Asset Management offers customized wealth management services that include financial planning and investment management. Snyder helps clients establish financial goals, determine an appropriate investment strategy, and provides ongoing oversight of client's investment portfolio. Snyder manages investments on a discretionary basis, meaning they can make changes to your portfolio without asking you first. Snyder primarily invests in low-cost, diversified mutual funds and exchange-traded funds (ETFs).
Fee Structure
Snyder Asset Management's fees for wealth management services range from 1.20% to 1.50% of the value of your portfolio per year, paid quarterly in advance. The exact fee depends on the complexity of your financial situation, considering factors like assets, liabilities, financial planning topics, and family status. Relationships with multiple objectives, specific reporting requirements, or portfolio restrictions may be charged a higher fee, not to exceed 2%.