AC
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 Capital Advisors LLC
May 2017 - Present · 8 yrs 8 mos
Snowden Account Services LLCBroker
May 2017 - Present · 8 yrs 8 mos
Previous Registrations
Sanford C. Bernstein & Co., LLC Broker
June 2013 - April 2017 · 3 yrs 10 mos
State Registrations28 states
ALAZCACOCTDCDEFLGAILINLAMAMINCNHNJNMNYOHPAPRRISCTNTXVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.