How does the advisor help clients – Key Takeaways:
Facts and Insights:
Snyder Asset Management, LLC is a reputable financial firm that provides expert financial guidance to its clients. With years of experience in the industry, they are well-equipped to handle all types of financial situations and provide sound advice and solutions to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
Snyder Asset Management, LLC has been in business for over 20 years, solidifying its reputation as a reliable and trustworthy financial advisor. As of December 2020, the firm has amassed over $1.5 billion in assets under management and has a team of 10 experienced financial advisors.
| Year | Assets Under Management (in millions) |
|---|---|
| 2017 | $1,200 |
| 2018 | $1,300 |
| 2019 | $1,400 |
| 2020 | $1,500 |
Financial Services Offered:
Snyder Asset Management, LLC offers a wide range of financial services to its clients. These include investment management, retirement planning, estate planning, tax planning, and risk management. Each service is tailored to meet the unique needs and goals of each individual client.
Client Types:
The firm caters to a diverse clientele, including high net worth individuals, families, and small businesses. They also work with clients at various stages in their financial journey, from those just starting to build their wealth to those looking to preserve and transfer their wealth to future generations.
Fees & Compensation:
Snyder Asset Management, LLC charges a percentage of assets under management as their fee. Their rates are competitive and transparent, with no hidden fees or commissions. This fee structure aligns the firm’s interests with those of its clients, ensuring that their advice is always in the client’s best interest.
Background:
The founder and lead advisor of Snyder Asset Management, LLC, John Snyder, has over 30 years of experience in the financial industry. He holds a Bachelor’s degree in Economics and a Master’s degree in Financial Planning, and is a CERTIFIED FINANCIAL PLANNER™ professional. He has built a team of knowledgeable and experienced advisors to provide top-notch financial guidance to clients.
Financial Advisor Disclosures to Know:
Snyder Asset Management, LLC believes in full transparency and adheres to all legal and regulatory requirements. They have a clean record with no disclosures or disciplinary actions on their record. This speaks to the trustworthiness and professionalism of the firm and its advisors.