Barry Phillips is a registered investment advisor at Snyder Wealth Group, based in Medford, NY, with 33 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,709 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Snyder Wealth Group offers investment management services where fees are based on a percentage of the value of your investments. The annual fee generally ranges from 0.50% to 2.50%, charged quarterly in advance. For assets managed indirectly, such as in an employer-sponsored 401(k) or 403(b), the annual fee is 0.50%, and there is a minimum account balance of $100,000. There is a $2,500 minimum annual client fee.
Snyder Wealth Group also offers the Vision 2020 Wealth Management Program with a maximum annual fee of 2.50%.
Location
1733 N Ocean Ave, Suite B, Medford, NY, 11763
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barry operates as a registered representative and broker under BAP Financial Services, spending minimal time on these activities. He also provides investment advisory services for Snyder Wealth Management, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Snyder Wealth Group
Osaic Wealth, INC.Broker
Previous Registrations
Long Island Financial Advisors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.