Mark Snelling is a registered investment advisor at Sweetwater Financial Advisors, LLC, based in Boerne, TX, with 24 years of industry experience. Mark 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 368 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. SFA can elect to impose a minimum annual fee of $5,000. Also offers a performance-based fee arrangement for certain clients.
Fee Estimator
Location
Boerne, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sweetwater Financial Advisors, LLC
State Registrations1 state
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