Mark Stevens
Mark Stevens is a registered investment advisor at Snowden Capital Advisors LLC, based in Mount Pleasant, SC, with 27 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 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
Mount Pleasant, SC
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2009Customer Dispute
November 2007Customer Dispute
January 2001Customer Dispute
June 2000Other Business Activities
Mark is an investment advisor at Snowden Capital Advisors LLC, dedicating nearly full-time hours to this role. He is also a partner in Lulu Enterprises, a real estate rental business, and spends minimal time as an owner of HWA Inc., making introductions to a voluntary benefits company for commissions.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLC
Snowden Account Services LLCBroker
Previous Registrations
Snowden Capital Advisors LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 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.