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Michael Snow

11 Years of Experience
Watermill, NY

Michael Snow is a registered investment advisor at Snow Financial Management, LLC, based in Watermill, NY, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 49 clients with $99M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
49 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$98.6M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Snow Financial Management's fees generally range from 0.35% to 2.00% per year of the market value of your investments. The exact fee is negotiable and depends on factors like the size of your account and the complexity of your assets.

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Location

Watermill, NY

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Michael is a board member for several financial companies including BGC Derivative Markets, Remate Lince, Cantor Clearinghouse, and Fenics Markets Xchange (FMX). He dedicates about 10-20% of his time to these activities and is compensated for his roles.

Employment History
Current Registrations
Snow Financial Management, LLC
May 2014 - Present · 12 yrs
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.