AR
CFA
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
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Advisor Information
Office location
Old Lyme, CT
Get directionsRegulatory 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 →Employment History
Current Registrations
Snowden Capital Advisors LLC
April 2022 - Present · 3 yrs 9 mos
Snowden Account Services LLC
April 2022 - Present · 3 yrs 9 mos
Snowden Account Services LLCBroker
April 2022 - Present · 3 yrs 9 mos
Previous Registrations
Fieldpoint Private Securities LLC
March 2017 - April 2022 · 5 yrs 1 mo
Fieldpoint Private Securities, LLC Broker
October 2015 - April 2022 · 6 yrs 6 mos
Brown Brothers Harriman & CO.Broker
February 2010 - September 2015 · 5 yrs 7 mos
Brown Brothers Harriman & CO.Broker
October 2000 - December 2008 · 8 yrs 2 mos
J.P. Morgan Securities INC.Broker
January 2000 - July 2001 · 1 yr 6 mos
State Registrations16 states
CACTFLGAMANJNYOHSDTNTXVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.