Sheila Snowdon
Sheila Snowdon is a registered investment advisor at Aspire Capital Advisors LLC, based in Tacoma, WA, with 7 years of industry experience. Sheila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,935 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aspire Capital charges a percentage of the value of your portfolio, up to 1.00% per year, paid quarterly. The fee is calculated based on the value of your investments at the end of the previous quarter. Fees may be negotiable. Aspire Capital may recommend unaffiliated investment managers, and the total fee, including Aspire Capital's fee and the independent manager's fee, will not exceed 1.00% annually.
Location
4301 S Pine Street, Suite 363, Tacoma, WA, 98409
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sheila works as an insurance agent for Sound Financial Investments, selling and implementing insurance recommendations since October 2024. This activity takes about 10% of her time.
Employment History
Current Registrations
Aspire Capital Advisors LLC
Previous Registrations
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
Mowery Capital Management, LLC
Cfg Advisors LLC
State Registrations1 state
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.