| Advisor Profile |
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| Name: |
Monte Snider |
| Phone Number: |
(425) 332-7590 |
| Website: |
Visit Website
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| Disclaimer |
| Securities offered through LPL Financial, Inc., a registered broker dealer member FINRA (www.finra.org), SIPC (www.sipc.org). Investment Advisory Services offered through Snider Retirement Strategies., a registered investment advisor not affiliated with LPL Financial, Inc. |
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Business Description |
Snider Retirement Strategies Inc., is a full-service wealth management team of Financial Advisors in Bellevue, WA. We recognize the importance of creating long-term client relationships built on integrity and trust. In order to earn that trust we put the clients' interests first and care for each client's goals as if they were our own. Our investment advice services are flexible and objective and we are not exclusive to the products of any bank, brokerage, or insurance company.
We provide unbiased financial planning for high net-worth individuals and families who seek comprehensive, dynamic financial plans to achieve their life goals. Our goal is to bring clarity and transparency to your complex investment challenges. These core values have created a happy family of high net-worth clients and we would like to warmly invite you to join our family.
Sincerely,
Monte Snider - President |
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General Information |
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| Name of Broker/Dealer: |
LPL Financial
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| States Licensed in: |
AK,AR,AZ,CA,CO,HI,ID,IL,KY,MD,MI,NJ,OR,PA,TX,WA
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| Years of Experience in Financial Services: |
19
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| Number of Years with Current Firm: |
9
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| I work with the following types of clients: |
Businesses, Non-Profit Organizations, Individual Investors
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Education |
| Academic Background |
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| BA, Finance - University of Arkansas (1992) |
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Services |
| Investment Types: |
Access to Real Estate, Alternative Investments, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Commodities, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)
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| Securities Licenses: |
Series 3, Series 63, Series 6, Series 7, Series 24, Series 53, Series 65
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| Insurance and Annuity Licenses: |
Property, Health, Life, Casualty, Disability
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| Financial Organization Memberships: |
Financial Services Institute, Paladin Registry, Million Dollar Roundtable
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Managed Clients: |
85
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| Assets Managed by Firm: |
$80,000,000
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| Advisor's Number of Clients: |
150
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| Advisor's Number of Managed Clients: |
85
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| Assets Managed by Advisor: |
$80,000,000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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| Compensation Methods: |
Based on Assets, Hourly, Commissions, Flat Fee
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| Fee % Based on Assets: |
0 - 1.6
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| Additional Details on Charges: |
Our fees are negotiable based on client investments, situation and scope of services provided.
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| Minimum Fee Charged for Hourly Planning Accounts: |
3500
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| Minimum Fee Charged for Flat Fee Accounts: |
3500
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| Prepared By: |
Monte Snider |
Frequently Asked Questions |
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What services do you offer? |
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Wealth management, investment management, estate planning, tax planning, insurance advice, and fee based financial planning. |
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Have you ever been charged with any breaches? |
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What services do you provide? What are your specialties? |
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A highly personalized financial planning firm, Snider Retirement Strategies specializes in providing comprehensive financial planning, insurance services, tax services, and estate planning to assist clients in achieving their retirement goals. |
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| Q. |
What financial institution(s) do you represent? |
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We are an independent registered investment advisory firm although we choose to work with LPL Financial, the largest independent brokerage in the U.S.. |
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How many years of experience do you have? |
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Why should I roll over my 401K plan to your firm? |
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We are a full service firm offering advice on all aspects of retirement and investment planning. In fact we like to help with advice on anything with a dollar sign in front of it. We believe in a planning approach that puts the interest of you, first. This allows us to know you and your unique concerns before giving any customized investment advice. |
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Do you provide a free initial consultation? |
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YES, the first two meetings are on our nickel. |
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