Snavely Associates Financial Services
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About
Snavely Associates Financial Services provides financial planning, asset-allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts, estates, and other entities. The firm offers ongoing advisory services and constructs investment portfolios using stocks, ETFs, mutual funds, bonds, and CDs.
The firm delivers its portfolio management on a non-discretionary basis: it develops investment strategies, monitors and rebalances accounts, but requires client approval prior to executing transactions. Its investment process draws on fundamental analysis and employs both long- and short-term purchases, with tax considerations addressed but not prioritized as a primary investment objective.
Notably, Snavely reports approximately $182.57 million in assets under management that are handled non-discretionarily, a practice that is uncommon among peer firms of this type. Advisors at the firm are also licensed insurance agents who may recommend annuities and other insurance products for commission, and the firm does not vote client proxies or aggregate multiple client orders, which can affect execution and governance outcomes.
Client services
Expertise
Fee options
Up to 1.50% annually (negotiable, depending on individual client circumstances)
Separate commission-based compensation for insurance products sold by licensed insurance agents affiliated with the firm.
Account minimum: $50,000 minimum (may be waived at firm's discretion) Fee-only: Portfolio management fee up to a maximum of 1.50% annually, billed quarterly in advance; fees are negotiable and may be based on combined accounts of family members.
Main office
1035 Mumma Road, Suite 101
Lemoyne PA 17043
Advisors at this office
2
Most active in
New Hampshire · Pennsylvania
Also doing business as
Safs, LLC · Snavely Associates Financial Services · Snavely Ii, Jack, Emerson
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
Shawna N
Series 66
Lemoyne, PA
Snavely Associates Financial Services
Shawna Nale is a financial advisor at Snavely Associates Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at Snavely Associates Financial Services and The O.N. Equity Sales Company. Outside of her advisory role, she has worked as a registered tax preparer during tax season and is involved in life insurance and annuity product sales. Snavely Associates Financial Services provides financial planning, asset-allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts and estates. The firm manages portfolios on a non-discretionary basis, utilizing fundamental analysis and both long- and short-term investment strategies.
Jack S
Series 63, Series 65
Lemoyne, PA
Snavely Associates Financial Services
Jack Snavely is a financial advisor at Snavely Associates Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Life Insurance Company. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and fixed indexed annuities. Snavely Associates Financial Services provides financial planning, asset allocation advice, and portfolio management primarily for individual clients, including high-net-worth households, as well as trusts and estates. The firm manages approximately $182.57 million in assets on a non-discretionary basis, using fundamental analysis and both long- and short-term investment strategies.
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