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Michael Snow

12 Years of Experience
Rose Hill, KS
Sells Insurance

Michael Snow is a registered investment advisor at Tower Financial Strategies CORP., based in Rose Hill, KS, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 17 clients with $3.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
17 clients
Average Client Portfolio
$190K average
Assets Under Management
$3.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.10%

This fee is for Tower Financial Strategies' portion of the total fee when directing clients to Assetmark Managed Portfolios. The total annual fee is 1.65%, with Assetmark receiving 0.55%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Rose Hill, KS

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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 ActivitiesSells Insurance

Michael is a licensed insurance agent with Tower Financial Strategies Corp., brokering non-registered insurance products since 2016, dedicating about a quarter of his time. He also volunteers as a board member for the Augusta Municipal Airport and Tower Aviation Institute.

Employment History
Current Registrations
Tower Financial Strategies CORP.
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Eagle Strategies LLC
May 2015 - July 2018 · 3 yrs 2 mos
Nylife Securities LLCBroker
June 2013 - July 2018 · 5 yrs 1 mo
State Registrations1 state
KS
Advisor

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.
Michael Snow - Financial Advisor | TrueAdvisor