Snyder Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$100,900,000
Total clients
76
58% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
76
Average account size
$1,327,632
About
Snyder Asset Management provides customized wealth management and comprehensive financial planning primarily to individual clients, including high‑net‑worth households, through discretionary portfolio management and ongoing financial consulting. Services include establishing investment strategies, strategic asset allocation, portfolio construction, and ongoing investment supervision.
Portfolios are generally long‑term oriented and built around low‑cost, diversified mutual funds and ETFs, with the option to include individual stocks, bonds, or alternative investments when appropriate. The firm applies both fundamental and technical analysis, manages accounts on a discretionary basis, and delivers financial planning recommendations on a non‑discretionary basis.
The firm manages roughly $100.9 million in discretionary assets across a modest client base and, unusually for independent advisers of its type, also serves pension and profit‑sharing plan clients in addition to individuals. It participates in a custodian adviser program to access trading, custody, and research support, and discloses those relationships and related conflicts in its regulatory filings.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$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.
Main office location
Snyder Asset Management, LLC
11019 Mccormick Road, Suite 320
Hunt Valley MD 21031, United States
Number of offices
1
Most active in
Snyder Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
Forms ADV
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