Charles Snyder is a registered investment advisor at Alpha Capital LLC, based in Lubbock, TX, with 12 years of industry experience. Charles 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, Insurance Planning, and 3 more. Their firm serves 157 clients with $51M 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 $35K | Included |
| $35K - $100K | 1.55% |
| $100K - $250K | 1.24% |
| $250K - $500K | 1.19% |
| $500K - $750K | 1.14% |
| $750K - $1000K | 1.09% |
| $1.0M - $5.0M | 1.04% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Accounts with less than $35,000 in AUM are assessed a flat annual fee. Fixed income only and options strategy accounts require a minimum account size of $100,000. Fees for accounts exceeding $25,000,000 in AUM are negotiated individually. Fixed Income Fee: $100,000 – $249,999.99: 0.99%, $250,000 – $499,999.99: 0.95%, $500,000 – $749,999.99: 0.91%, $750,000 – $999,999.99: 0.87%, $1,000,000 – $4,999,999.99: 0.83%, $5,000,000 – $24,999,999.99: 0.80%. Options Strategy Fee: $100,000 – $249,999.99: 1.65%, $250,000 – $499,999.99: 1.59%, $500,000 – $749,999.99: 1.53%, $750,000 – $999,999.99: 1.47%, $1,000,000 – $4,999,999.99: 1.41%, $5,000,000 – $24,999,999.99: 1.35%.
Fee Estimator
Location
6213 98th Street, Lubbock, TX, 79424
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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 ActivitiesSells Insurance
Charles is involved in several business activities, including non-variable insurance through Alpha Capital Strategies and Alpha Capital Benefit, and real estate rental through KAE Properties, LLC. He also dedicates full-time hours to Alpha Capital LLC as a Registered Investment Advisor, providing financial planning and consulting services.
Employment History
Current Registrations
Alpha Capital LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 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.