Firm Information

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Loading...

Advisor Information

Office location

8120 Woodmont Ave., Ste 700, Bethesda, MD, 20814

Get directions
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.

Learn about disclosures →
Other Business Activities

Alex works as an investment advisor at Snowden Capital Advisors LLC since 2015. This activity takes nearly full-time.

Employment History
Current Registrations
Snowden Capital Advisors LLC
July 2015 - Present · 10 yrs 6 mos
Snowden Account Services LLCBroker
July 2015 - Present · 10 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1997 - July 2015 · 17 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 1997 - July 2015 · 18 yrs 4 mos
State Registrations24 states
AZCACODCDEFLGAILINKSMAMDMINCNJNYOHPASCTNTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.