Jerry Sneed is a CFA-designated registered investment advisor at Third View Private Wealth, based in Westport, CT, with 14 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 324 clients with $1.2B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.45% |
Fees negotiable for accounts over $100,000,000.
Fee Estimator
Location
55 Post Road West, 1st Floor, Westport, CT, 06880
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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
Third View Private Wealth
Previous Registrations
Procyon
Baker Tilly Wealth Management, LLC
Baker Tilly Capital, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metlife Securities INC.Broker
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.