AB

Alison Elizabeth Burkett

15 Years of Experience

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

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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.

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Other Business Activities

Alison is a Managing Director at Snowden Capital Advisors, dedicating nearly full-time hours to investment advisory, client and advisor transition and support, operational infrastructure, and custodian support. She also coaches kids' sports on Sundays as a contractor, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Snowden Capital Advisors LLC
January 2015 - Present · 11 yrs
Snowden Account Services LLCBroker
January 2012 - Present · 14 yrs
Snowden Account Services LLC
January 2012 - Present · 14 yrs
Previous Registrations
Snowden Capital Advisors LLC
September 2011 - December 2014 · 3 yrs 3 mos
Cbf Advisors, LLC
January 2011 - April 2011 · 3 mos
Managed Account Services, LLCBroker
March 2010 - December 2011 · 1 yr 9 mos
State Registrations9 states
CACOCTFLILMDNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alison Elizabeth Burkett - Financial Advisor | AdvisorDiscover