Allen Jacobi is a registered investment advisor at Snowden Capital Advisors LLC, based in New York, NY, with 13 years of industry experience. Allen 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
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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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Current Registrations
Snowden Capital Advisors LLC
Previous Registrations
Fieldpoint Private Securities LLC
State Registrations4 states
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