SS
CFA · CFP
SS
CFA · CFP

Scott Snyder

22 Years of Experience

Scott Snyder is a CFA, CFP-designated registered investment advisor at N1 Advisors, based in Newark, DE, with 22 years of industry experience. Scott 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 1 more. Their firm serves 201 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
201 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$393.0M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10M+0.50%

N1 Advisors may negotiate special fee arrangements where it deems appropriate.

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

131 Continental Drive, Suite 206, Newark, DE, 19713-0000

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
N1 Advisors
September 2008 - Present · 17 yrs 7 mos
Previous Registrations
M Holdings Securities, INC.
November 2005 - May 2011 · 5 yrs 6 mos
M Holdings Securities, INC.Broker
July 2003 - April 2023 · 19 yrs 9 mos
State Registrations3 states
DEPATX
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.