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CFP
LE
CFP

Leah Eller

Snowden Capital Advisors LLC
27 Years of Experience
San Antonio, TX
Broker
View SEC Summary
View SEC Summary

Leah Eller is a CFP-designated registered investment advisor at Snowden Capital Advisors LLC, based in San Antonio, TX, with 27 years of industry experience. Leah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,021 clients with $8.9B in assets under management.

Snowden Capital Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
6,021 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiated on a client-by-client basis. Wrap fees typically range from 0.20% to 2.50% of assets under management. Unbundled advisory fees may be up to 3.00% per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4630 North Loop 1604 West, Suite 301, San Antonio, TX, 78249

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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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Employment History
Current Registrations
Snowden Capital Advisors LLC
June 2018 - Present · 8 yrs 4 mos
Snowden Account Services LLCBroker
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2009 - June 2018 · 9 yrs 1 mo
Wells Fargo Clearing Services, LLC
May 2009 - June 2018 · 9 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - May 2009 · 2 yrs 1 mo
Morgan Stanley
October 2004 - April 2007 · 2 yrs 6 mos
Morgan Stanley Dw INC.Broker
July 2004 - April 2007 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
April 2000 - July 2004 · 4 yrs 3 mos
Investment Professionals, INC.Broker
September 1999 - September 2000 · 1 yr
State Registrations24 states
AKARAZCACOFLGAHIILKSLAMOMSMTNCNJNMNYOKPASCTXUTVA
AdvisorBrokerBoth

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.
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