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Gregory Snyder

Advisor at Uncommon Cents Investing

Updated today
Uncommon Cents Investing logo

Firm

Uncommon Cents Investing

Location

Janesville, WI 53546

Credentials

Series 65

Industry experience

7 years

About

Gregory Snyder is a financial advisor at Uncommon Cents Investing with a Series 65 credential and seven years of industry experience. He has worked at Uncommon Cents Investing since 2018 and previously held positions at Fagan Automotive and General Motors. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a combination of fundamental analysis and value-oriented principles, managing most client relationships on a discretionary basis.

Client services

Based on Uncommon Cents Investing

Financial planning Portfolio management Consulting

Expertise

Based on Uncommon Cents Investing

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0+: Up to 1.20% annually, negotiable based on account size, complexity, activity, or other reasons $0+: ERISA 3(21) plan fees range from 0.25% to 1.00% annually +:

Project-based

Up to $300 per hour, charged for consulting services

Other

Account minimum: $250,000

Location

1215 Suffolk Dr., Unit 100

Janesville, WI 53546

Most active in

Wisconsin

Work history

Uncommon Cents Investing

2018 - Present (8 years)

Unemployed

2017 - 2018 (1 year)

Fagan Automotive

2017 - 2017 (1 year)

General Motors

2009 - 2017 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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