Amie Snyder
Advisor at Newedge Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Greenville, ME 04441
Credentials
Series 63, Series 65
Industry experience
25 years
About
Amie Snyder is a financial advisor at NewEdge Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2021, following 15 years at Mid Atlantic Financial Management. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.
Client services
Based on Newedge Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
Flat fees up to $200,000 for financial planning and consulting; fixed fees or project fees for business consulting
$25,000 - $1,000,000: 2.25% (Equity and Balanced Accounts under Advisors Choice) $1,000,001 - $2,000,000: 2.00% (Equity and Balanced Accounts under Advisors Choice) Over $2,000,000+: 1.75% (Equity and Balanced Accounts under Advisors Choice) $25,000 - $500,000: 2.25% (Fixed Accounts under Advisors Choice) $500,001 - $1,000,000: 2.00% (Fixed Accounts under Advisors Choice) $1,000,001 - $2,000,000: 1.75% (Fixed Accounts under Advisors Choice) Over $2,000,000+: 1.50% (Fixed Accounts under Advisors Choice) $0 - $50,000: 2.50% (First $50,000 under Financial Product Management Strategy) $50,001 - $250,000: 2.25% (Next $200,000 under Financial Product Management Strategy) $250,001 - $500,000: 2.00% (Next $250,000 under Financial Product Management Strategy) $500,001 - $1,000,000: 1.75% (Next $500,000 under Financial Product Management Strategy) Over $1,000,000+: 1.50% (Over $1,000,000 under Financial Product Management Strategy) $10,000 - $999,999: 1.75% (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% (Mid Atlantic Fund Strategy) $2,000,000+: 1.25% (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% (Equity and Balanced Accounts under Manager of Managers Programs - Legacy clients) $1,000,001 - $2,000,000: 2.50% (Equity and Balanced Accounts under Manager of Managers Programs) Over $2,000,000+: 2.25% (Equity and Balanced Accounts under Manager of Managers Programs) $100,000 - $1,000,000: 2.00% (Fixed Income Accounts under Manager of Managers Programs) $1,000,001 - $2,000,000: 1.75% (Fixed Income Accounts under Manager of Managers Programs) Over $2,000,000+: 1.50% (Fixed Income Accounts under Manager of Managers Programs) $1,000,000 - $25,000,000: 1.00% (Pension Consulting Services for aggregate 401(k) Sponsor Assets) $25,000,001 - $50,000,000: 0.40% (Pension Consulting Services) Over $50,000,000+: 0.25% (Pension Consulting Services) $1 - $50,000: 2.00% (Non-Discretionary Advisory Services) $50,001 - $250,000: 1.75% (Non-Discretionary Advisory Services) $250,001 - $500,000: 1.50% (Non-Discretionary Advisory Services) $500,001 - $1,000,000: 1.25% (Non-Discretionary Advisory Services) $1,000,000+: 1.00% (Non-Discretionary Advisory Services)
Commissionable securities sales by registered representatives; mutual funds with 12b-1 fees received by NewEdge Securities; conflicts disclosed
Hourly fees range from $0 to $500 per hour for financial planning and consulting; negotiable hourly fees for business consulting
Subscription-based (ongoing) fees for financial planning and consulting on a monthly or quarterly basis; payment via AdvicePay
Minimum fee: $20 per account per calendar quarter (not to exceed $480 per household per year) Fee-only: Hourly fees from $0 to $500 per hour; flat fee from $0 to $200,000 for financial planning and consulting; negotiable fees for business consulting (hourly, project, or contingent fees)
Location
6 Lily Bay Road
Greenville, ME 04441
Most active in
Amie S has reported serving >5 clients in these states in the last 12 months.
Florida · Maine · New Hampshire · Texas
Work history
NewEdge Securities, LLC
2022 - Present (4 years)
NewEdge Advisors, LLC
2021 - Present (5 years)
Mid Atlantic Financial Management
2006 - 2021 (15 years)
Mid Atlantic Capital Corporation
2006 - 2020 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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