Christopher Ippolito is a registered investment advisor at Snyder Wealth Group, based in Medford, NY, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,709 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Snyder Wealth Group offers investment management services where fees are based on a percentage of the value of your investments. The annual fee generally ranges from 0.50% to 2.50%, charged quarterly in advance. For assets managed indirectly, such as in an employer-sponsored 401(k) or 403(b), the annual fee is 0.50%, and there is a minimum account balance of $100,000. There is a $2,500 minimum annual client fee.
Snyder Wealth Group also offers the Vision 2020 Wealth Management Program with a maximum annual fee of 2.50%.
Location
1733 N Ocean Ave, Suite B, Medford, NY, 11763
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher is the Director of Portfolio Management at Mark J. Snyder Financial Services since 2016. This role involves securities research, portfolio analysis, retirement plans, financial advice, client communication, and meetings, taking up nearly all of Christopher's time.
Employment History
Current Registrations
Snyder Wealth Group
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
State Registrations2 states
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