Snyder Wealth Group

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Assets Under Management

$375.7M

Number of Clients

1,709

Number of Advisors

Average Client AUM

$220K

AUM per Advisor

$53.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Snyder Wealth Group provides discretionary investment advisory services on a wrap or non-wrap fee basis. They offer individual portfolio management through the VISION2020 Wealth Management Program. Retirement planning consulting is available for a separate fee. The firm does not provide comprehensive financial planning.

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Minimum Annual Fee:$2,500

Areas of Practice

Investment ManagementRetirement Planning

Location

1733 N Ocean Ave, Suite B, Medford, NY, 11763

7 Advisors at this firm

Alan Irwin Tanenblatt

Barry Alan Phillips

Christopher Jonathan Ippolito

Eric Ross Taitz

John Andrew Passaro

ChFC