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Amie Lynn Snyder

Advisor at NEwEdge Advisors — Greenville, ME

Updated today

Credentials

Series 63, Series 65

Experience

25 years

Location

Greenville, ME 04441

NEwEdge Advisors logo

NEwEdge Advisors

Enterprise

Total advisors

603

Across 248 offices

Clients per advisor

81 High

Avg AUM per client

$813,531 High

HNW client ratio

27% High

About

Amie Snyder is a financial advisor at NewEdge Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at NewEdge Advisors since 2021, following 15 years at Mid Atlantic Financial Management. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Client services

Based on NEwEdge Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on NEwEdge Advisors

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

Occupation focus

Based on NEwEdge Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning up to $200,000; business consulting fees negotiable

Percentage

$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program

Commissions

Commissionable securities sales by representatives registered with broker-dealer affiliates

Project-based

Hourly consulting fees from $0 to $500

Subscriptions

Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay

Other

Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500

Location

See office

Greenville, ME

6 Lily Bay Road

Greenville ME 04441

Advisors at this office

1

Most active in

Florida · Maine · New Hampshire · Texas

Work history

25 years of industry experience

NewEdge Securities, LLC

2022 - Present • 4 years

Pittsburgh, PA

NewEdge Advisors, LLC

2021 - Present • 5 years

New Orleans, LA

Mid Atlantic Financial Management

2006 - 2021 • 15 years

Pittsburgh, PA

Mid Atlantic Capital Corporation

2006 - 2020 • 14 years

Greenville, ME

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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