TrueAdvisor
TrueAdvisor
JE
CFA
JE
CFA

Julian Esses

Snowden Capital Advisors LLC
3 Years of Experience
Coral Gables, FL
Broker
View SEC Summary
View SEC Summary

Julian Esses is a CFA-designated registered investment advisor at Snowden Capital Advisors LLC, based in Coral Gables, FL, with 3 years of industry experience. Julian 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

1 Alhambra Plaza Suite 1130, Coral Gables, FL, 33134

Get directions

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.

Learn about disclosures →
Other Business Activities

Julian is a partner in Esses Real Estate Holdings, LLC (since 2014) and TDJ Holdings, LLC (since 2020), both real estate holding companies. He is also the President of the Canvas Condominium Association, spending minimal time on coordinating with management, reviewing the budget, and directing board meetings.

Employment History
Current Registrations
Snowden Capital Advisors LLC
October 2023 - Present · 3 yrs
Snowden Account Services LLCBroker
August 2023 - Present · 3 yrs 2 mos
State Registrations7 states
CACOCTFLNJNYSD
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.
More Advisors
More financial advisors in Coral Gables, FL →All financial advisors in Florida →