Steven Snowden is a registered investment advisor at U.S. Private Wealth, LLC, based in Palm Beach Gardens, FL, with 4 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 170 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USPW charges a percentage of your portfolio each year for investment management. The maximum annual fee is 1.50%. In addition, each household pays a $59.40 annual technology fee, billed monthly. Fees are negotiable based on your circumstances. Ongoing financial planning is included with investment management at no additional cost.
Location
3001 Pga Boulevard, Suite 103, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
U.S. Private Wealth, LLC
State Registrations1 state
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