Andrew Wilson Heitner

Snowden Capital Advisors LLC

30 Years of Experience

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Firm Information

Snowden Capital Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

113 advisors

Number of Clients

5,771 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$7.6B

Fee Structure

Financial Plan Fee:$500 - $50,000

Hourly Rate:$60 - $500/hr

SCA's investment advisory services are typically fee-based on a percentage of assets under management. Financial planning and asset allocation services are typically charged on an hourly or fixed fee basis. Hourly rates range from $60 to $500 per hour. Total costs for financial plans may range from $500 to $50,000 or more. Fees are negotiable and determined on a client-by-client basis.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

540 Madison Ave., 9th Floor, New York, NY, 10022

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.