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Alison Burkett

Snowden Capital Advisors LLC
16 Years of Experience
San Diego, CA
Broker
View SEC Summary
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Alison Burkett is a registered investment advisor at Snowden Capital Advisors LLC, based in San Diego, CA, with 16 years of industry experience. Alison 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
121 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

750 B Street, Suite 3200, San Diego, CA, 92101

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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

Alison is a Managing Director at Snowden Capital Advisors, dedicating nearly full-time hours to investment advisory, client and advisor transition and support, operational infrastructure, and custodian support. She also coaches kids' sports on Sundays as a contractor, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Snowden Capital Advisors LLC
January 2015 - Present · 11 yrs 9 mos
Snowden Account Services LLC
January 2012 - Present · 14 yrs 9 mos
Snowden Account Services LLCBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
Snowden Capital Advisors LLC
September 2011 - December 2014 · 3 yrs 3 mos
Cbf Advisors, LLC
January 2011 - April 2011 · 3 mos
Managed Account Services, LLCBroker
March 2010 - December 2011 · 1 yr 9 mos
State Registrations9 states
CACOCTFLILMDNYPATX
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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