About Snyder Wealth Group
Snyder Wealth Group is a leading financial advisory firm, providing comprehensive wealth management services to clients. With a team of skilled advisors and a client-centric approach, Snyder Wealth Group helps individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Snyder Wealth Group offers a range of services to its clients, including investment management, retirement planning, estate planning, and tax planning. The firm takes a personalized approach, tailoring its services to meet each client’s unique needs and goals.
Facts and Insights
As of 2021, Snyder Wealth Group manages over $500 million in assets under management. The firm has a team of 12 experienced advisors, with an average of 20 years of industry experience. Snyder Wealth Group has been in business for over 30 years, establishing a strong track record of success for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 30+ years |
Financial Services Offered
Snyder Wealth Group offers a comprehensive range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance services
Client Types
Snyder Wealth Group caters to a diverse range of clients, including high-net-worth individuals, families, business owners, and retirees. The firm also provides services to institutional clients, such as foundations and endowments.
Fees & Compensation
Snyder Wealth Group charges fees based on the assets it manages for its clients. These fees are typically a percentage of the total assets under management and may vary depending on the type of services provided. The firm believes in transparency and discloses all fees and compensation structures to its clients.
Background
Snyder Wealth Group was founded in 1990 by John Snyder, a respected financial expert with over 30 years of experience in the industry. The firm has grown significantly since its inception, but it remains committed to its core values of integrity, trust, and personalized service.
Financial Advisor Disclosures to Know
While Snyder Wealth Group has a clean record with no disciplinary actions, it’s essential for clients to understand their financial advisor’s background and potential disclosures. Clients should always ask for the firm’s Form ADV, which provides information on the firm’s services, fees, potential conflicts of interest, and any regulatory or legal disclosures.