Snowden Capital Advisors LLC
Assets Under Management
$7.6B
Number of Clients
5,771
Number of Advisors
113
Average Client AUM
$1.3M
AUM per Advisor
$66.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SCA offers discretionary and non-discretionary investment advice, consulting, and wealth advisory services to high-net-worth clients, including family offices, individuals, companies, foundations, governmental agencies, pension plans, and endowments. Services include portfolio management, investment consulting, financial planning, and estate planning. SCA also provides consulting services for ERISA clients.
Fee Structure
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
Location
540 Madison Ave., 9th Floor, New York, NY, 10022