Snyder Wealth Group provides investment advice and, if requested, retirement consulting. Snyder Wealth Group does not provide comprehensive financial planning. Investment advisory services are offered on a wrap or non-wrap fee basis. Wrap fee programs are provided by Osaic Wealth, Inc. Snyder Wealth Group also offers individual portfolio management services through the VISION2020 Wealth Management Program sponsored by Osaic Wealth, Inc.
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%.