Mark Snow is a registered investment advisor at Snow Financial Management, LLC, based in Watermill, NY, with 18 years of industry experience. Mark 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Watermill, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Snow Financial Management, LLC
Previous Registrations
Hsbc Securities (USA) INC.
State Registrations1 state
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