Lynn Snyder is a CFA-designated registered investment advisor at Private Client Services, LLC, based in Vancouver, WA, with 11 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
275 West Third Street, Suite 600, Vancouver, WA, 98660
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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 Activities
Lynn is associated with Johnson Bixby & Associates, LLC, a registered investment advisor (RIA). This activity takes nearly full-time hours.
Employment History
Current Registrations
Private Client Services, LLCBroker
Johnson Bixby
Previous Registrations
Securities America, INC.Broker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Columbia Financial Center IncorporatedBroker
Columbia Funds Distributor, INC.Broker
Janus Distributors, INC.Broker
State Registrations6 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.