Michael Bird is a registered investment advisor at Snowden Capital Advisors LLC, based in New York, NY, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5,771 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCA offers investment management through various programs, typically charging a wrap fee that covers investment advice, trade execution, custody, and reporting. This fee is negotiated with each client and usually ranges from 0.20% to 2.50% of the portfolio's value. In some cases, clients may pay an unbundled advisory fee of up to 3.00% per year, separate from brokerage commissions and transaction charges.
Location
540 Madison Ave., 9th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the manager of Derrey Family Investments LLC, an investment partnership, dedicating a few hours per week. He also works as a Private Wealth Advisor for Snowden Capital Advisors LLC, spending about two-thirds of his time providing investment advice.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLC
Snowden Account Services LLCBroker
Previous Registrations
Snowden Capital Advisors LLC
Roosevelt & Cross, IncorporatedBroker
Barr Brothers & CO., INC.Broker
State Registrations28 states
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