Snowwater Investment Partners, LLC
Assets Under Management
$795.0M
Number of Clients
44
Number of Advisors
2
Average Client AUM
$18.1M
AUM per Advisor
$397.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Snowwater Investment Partners provides wealth management services, including investment management and financial consulting, to high-net-worth individuals and families. They construct customized portfolios using diversified equity, fixed income, hedge funds, private equity, and structured notes. They may also utilize ETFs and mutual funds. The firm serves as a fiduciary, prioritizing client interests and mitigating conflicts of interest.
Fee Structure
Wealth management fees range from 0.10% to 1.50% annually, based on the market value of assets under management. Some clients may be offered a fixed fee. Fees are typically paid quarterly, in advance. The total blended fee, including the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.50% annually.
Areas of Practice
Location
DE, United States