Gerald Snyder is a registered investment advisor at Clariti Wealth Advisors, based in Wilmington, DE, with 32 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 244 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Fees range from 0.45% to 0.95% annually. Subsequent adjustments will be made every two years, or if the fee, as calculated according to the schedule in the Service Agreement, is 20% higher or lower than the current plan management fee being charged. Alternatively, Clariti may propose a flat fee structure. There is a minimum annual fee of $5,000 for full-service clients.
Fee Estimator
Location
2710 Centerville Road, Suite 201, Wilmington, DE, 19808-1644
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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 →Employment History
Current Registrations
Clariti Wealth Advisors
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Arin Risk Advisors LLC
Sei Investments Distribution CO.Broker
Sei Investments Management CORP
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
United Brokerage Services, INCBroker
Strategic Advisers INC.
Fidelity Brokerage Services LLCBroker
State Registrations2 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.