ES
CFP
ES
CFP

Edward Snyder

32 Years of Experience
Pittsburgh, PA
1 Disclosure

Edward Snyder is a CFP-designated registered investment advisor at Bill Few Associates, INC., based in Pittsburgh, PA, with 32 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 2,904 clients with $2.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
2,904 clients
Average Client Portfolio
$910K average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $1.5M0.75%
$1.5M+0.50%

Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

740 Washington Road, Suite 100, Pittsburgh, PA, 15228

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History

Regulatory History (1)
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Customer Dispute
October 2002
Closed-No Action
Employment History
Current Registrations
Bill Few Associates, INC.
July 2014 - Present · 11 yrs 9 mos
Previous Registrations
Bill Few Securities, INC.Broker
September 1997 - December 2021 · 24 yrs 3 mos
Walnut Street Securities, INC.Broker
May 1993 - September 1997 · 4 yrs 4 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.