Snider Financial Group

Updated today

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Total assets under management

$500,674,906

Total clients

509

17% high-net worth

Total advisors

of 16 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$983,644

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

One-time financial plan fee equal to 0.20% of client assets (minimum $3,500); reduced to 0.10% if assets transferred to advisory services within 6 months

Percentage

$200,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.75% $10,000,000+: 0.60%

Project-based

Up to $500 per hour for Advisor; up to $150 per hour for Associate Advisor/Paraplanner

Performance-based

20% profit allocation on Razor Fund LP after contingent loss account is zero

Other

Account minimum: $200,000 Minimum fee: Financial planning fixed fee minimum: $3,500 Fee-only: Hourly fees up to $500 per hour for Advisor; up to $150 per hour for Associate Advisor/Paraplanner; one-time financial plan fee 0.20% of assets (minimum $3,500); reduced to 0.10% if client transfers assets within 6 months

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not 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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Snider Financial Group

12505 Bel Red Road, Suite 200

Bellevue WA 98005, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 425-453-7080

Advisors at this firm

Kamaljit S

Series 65

Bellevue, WA

Snider Financial Group

David G

Series 66

Bellevue, WA

Snider Financial Group

Adelaide Bianca D

Series 65

Warrensburg, MO

Snider Financial Group

Christopher B

Series 66

Bellevue, WA

Snider Financial Group

Robert K

Series 66

Bellevue, WA

Snider Financial Group

Monte S

ChFC®, Series 63, Series 65

Bellevue, WA

Snider Financial Group

Joey D

Series 63, Series 65

Bellevue, WA

Snider Financial Group

Craig C

Series 65

Bellevue, WA

Snider Financial Group

Sheldon S

ChFC®, Series 63, Series 65

Bellevue, WA

Snider Financial Group

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