Ana Paula Pinto O'keefe

Snowden Capital Advisors LLC

19 Years of Experience

View SEC Summary

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

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

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.