AS
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
540 Madison Ave., 9th Floor, New York, NY, 10022
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 Account Services LLCBroker
April 2016 - Present · 9 yrs 9 mos
Snowden Capital Advisors LLC
April 2016 - Present · 9 yrs 9 mos
Snowden Account Services LLC
April 2016 - Present · 9 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - April 2016 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2008 - April 2016 · 8 yrs 1 mo
State Registrations35 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.