Snyder Asset Management, LLC
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About
Snyder Asset Management is a solo registered investment adviser that offers customized wealth management and comprehensive financial planning primarily for individuals, including high-net-worth clients. The firm provides discretionary portfolio management and may engage independent third-party financial planning consultants to assist with plan preparation and analysis.
Snyder’s investment approach is generally long-term focused, using a mix of fundamental and technical analysis to construct diversified portfolios that typically emphasize low-cost mutual funds and ETFs while also permitting individual stocks, bonds, and alternative investments when appropriate. Portfolios are managed on a discretionary basis, supported by cash flow modeling, retirement projections, and periodic (at least annual) reviews; the firm also uses third-party tax-analysis tools as part of its planning work.
The firm’s brochure highlights retirement-related services such as retirement projections, required minimum distribution planning, and tax-efficiency analyses, and discloses use of third-party tax analysis software and independent consultants to support planning. Those capabilities, together with the firm’s reported inclusion of pension or profit-sharing plan clients, are less common for a solo independent adviser and help distinguish Snyder from many peers.
Client services
Expertise
Fee options
Typically 1.20% to 1.50% annually based on complexity; up to 2.00% maximum for higher complexity clients
Account minimum: $1,000,000 (waivable at firm's discretion) Fee-only: Fees range from 1.20% to 1.50%, up to 2.00% maximum, charged quarterly in advance based on assets under management.
Main office
11019 McCormick Road, Suite 320
Hunt Valley MD 21031
Advisors at this office
1
Most active in
Maryland
Also doing business as
Snyder Asset Management · Snyder Asset Management, LLC
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.
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