Scott Snyder
Advisor at Acadia Legacy Group
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.
Advisor at Acadia Legacy Group
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
Clive, IA 50325
Credentials
CFP®, CFA®, Series 63
Industry experience
14 years
Scott Snyder is a CFP®, CFA®, and Series 63 registered advisor with 14 years of industry experience. He has been with Acadia Legacy Group since 2017 and previously worked at Foster Group, Inc. from 2013 to 2017. Acadia Legacy Group provides financial planning, discretionary portfolio management, and consulting services primarily to individual and high-net-worth clients. The firm emphasizes a long-term, buy-and-hold investment approach and offers specialized family office services for complex client needs.
Based on Acadia Legacy Group
Financial Planning flat fees vary by client; Family Office Services flat fees range from $10,000 to $350,000 annually, billed quarterly
$0 - $10 Million: 0.75% Amounts in excess of $10 Million - $25 Million: 0.60% Amounts in excess of $25 Million - $50 Million: 0.50% Amounts in excess of $50 Million+: 0.40%
$100 to $350 per hour for Financial Planning services
Fee-only: Financial Planning: flat fees vary by client; Hourly rates $100 to $350 per hour; Family Office Services: flat fee $10,000 to $350,000 (negotiated)
1820 Nw 118 Th Street, Ste 110
Clive, IA 50325
Iowa
Acadia Legacy Group, LLC
2017 - Present (9 years)
Foster Group, INC.
2013 - 2017 (4 years)
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