Barbara Luttenberger is a registered investment advisor at Snowden Capital Advisors LLC, based in Pasadena, CA, with 25 years of industry experience. Barbara 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
225 South Lake Avenue, Suite 1020, Pasadena, CA, 91101
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Regulatory History
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.
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Barbara works as a client associate for Snowden Capital Advisors LLC, a broker-dealer, since 2015. This takes about half of Barbara's time, with minimal time spent during core business hours.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Previous Registrations
Quest Capital Strategies, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Quest Capital Strategies, INC.Broker
Quest Capital Strategies, INC.Broker
Interfirst Capital CorporationBroker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
The Weil CompanyBroker
Royal Alliance Associates, INC.Broker
Christopher Weil & Company, INCBroker
Integrated Resources Equity CorporationBroker
Christopher Weil & Company, INCBroker
E. F. Hutton & Company INCBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.