Francis Snyder
Francis Snyder is a registered investment advisor at Prosperity Wealth Management, INC., based in San Ramon, CA, with 26 years of industry experience. Francis 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 1,619 clients with $440M 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 $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA, 94583
Get directionsHistory
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
Francis owns Robin Creek, a sole proprietorship providing consulting services to small businesses, dedicating about 10% of his time. He also operates Snyder Wealth Advisors LLC for securities sales, investment advisory services, and variable insurance sales, taking up most of his time, and Snyder Financial Services, a sole proprietorship providing fixed insurance products, taking up about 10% of his time. Finally, Francis manages a rental property, dedicating minimal time.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.Broker
Girard Securities, INC.
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Allstate Financial Services, LLCBroker
Money Concepts Capital CORPBroker
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
Ameritas Investment CORP.Broker
Financial Network Investment CorporationBroker
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.