Advisor at Snyder Asset Management, LLC
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Firm
Snyder Asset Management, LLC
Location
Hunt Valley, MD 21031
Credentials
CFA®, Series 66
Industry experience
19 years
Philip Snyder is a CFA® charterholder and holds a Series 66 license, with 19 years of experience in the financial industry. He founded Snyder Asset Management, LLC in 2017 after a year at LPL Financial LLC. Snyder Asset Management provides customized wealth management and comprehensive financial planning primarily to individual clients, including high-net-worth households. The firm’s investment approach involves discretionary portfolio management using low-cost, diversified mutual funds and ETFs, with options for individual securities and alternative investments, and it also serves pension and profit-sharing plan clients.
$0+: 1.50% annually unspecified lower tier - unspecified upper tier: 1.20% annually unspecified higher tier - unspecified upper tier: up to 2.00% annually (for more complex relationships)
Account minimum: $500,000 Fee-only: Annual fees ranging from 1.20% to 1.50% based on asset level and service complexity, max 2% for highly complex relationships; fees are negotiable.
11019 Mccormick Road, Suite 320
Hunt Valley, MD 21031
Maryland
Snyder Asset Management, LLC
2017 - Present (9 years)
LPL Financial
2016 - 2017 (1 year)
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