Snowball Wealth Management
Assets Under Management
$130.5M
Number of Clients
145
Number of Advisors
3
Average Client AUM
$900K
AUM per Advisor
$43.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Snowball Wealth Management provides portfolio management based on client goals, financial planning covering investments, insurance, tax, retirement, college, estate, charitable giving, and business planning. They also offer wealth management integrating all client assets into an investment plan. They primarily advise on mutual funds, fixed income, REITs, equities, ETFs, and inflation-protected bonds.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
The fee is negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.
Fee Estimator
For portfolio management, you'll pay an annual fee based on the value of your account, as detailed in the fee table. Financial planning fees are fixed, ranging from $1,000 to $7,500, with 50% due upfront and the remainder upon plan presentation. Hourly financial planning fees are $250, charged in arrears. Wealth management fees are fixed and negotiated in advance, ranging from $500 to $2,000 annually or semi-annually, depending on the scope of service.
Areas of Practice
Location
3445 Penrose Place, Suite 130, Boulder, CO, 80301