Snyder Financial, Inc. is a small independent Investment Advisory Firm representative of Horter Investment Managerment, LLC.
|Firm Start Year:||2009|
|Name of Broker/Dealer:||HORTER INVESTMENT MANAGEMENT, LLC|
|Name of Custodial Firm:||TD AMERITRADE, E TRADE, or NATIONWIDE ADVISORY SOLUTIONS|
|States Licensed in:||Ins Licensed in VA & FLA|
|Number of Years with Current Firm:||11|
|I work with the following types of clients:||Individual Investors, Investment Clubs, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Annuities, Insurance, Bonds, Mutual Funds, Stocks|
|I can meet clients in the following ways:||At your office, Via phone, Video Conference, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Health, Long Term Care, Variable Annuity, Variable Life, Life|
|Assets Managed by Firm:||$500 Million+|
|Advisor's Number of Clients:||100|
|Advisor's Number of Managed Clients:||100|
|Advisor's Number of Planning Clients:||100|
|Assets Managed by Advisor:||$25,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Based on Assets|
|Additional Details on Charges:||We typically charge an annual advisory fee based on Assets under Management in your account. This fee is based upon various factors such as account size, complexity, pre-existing relationships, etc., but will not exceed 1.99%.|
I am an Independent Financial Advisor and Founder of Snyder Financial, Inc. I am licensed as a 'Fiduciary' which separates me from your typical Stock Broker. I work for YOU and not the firm. I've been in the financial business for over 25 years serving my clients and helping them get to retirement without having to worry about what that will look like. How can I help you to navigate these volatile market times?
Education Funding & Planning
I do education funding planning that can result in better returns than the typical 529's.
Financial Planning for Businesses
Setting up business insurance and Key Man Insurance for large and small business owners and SEP's for the small business owner.
Financial Planning for Individuals
I like to sit down with my clients and understand what your goals & expectations are. And what kind of challenges your facing or disappointments you might be dealing with respect to your financial plans or future retirement needs.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|All of Northern Virginia and it's surrounding areas||including Loudoun County|
|Washington DC||the state of Virginia|
|as well as the state of Florida. . .|