Elmore Kerr is a registered investment advisor at Snowden Capital Advisors LLC, based in Wilmot, NH, with 47 years of industry experience. Elmore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5,771 clients with $7.6B in assets under management.
Compensation
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Fee Structure
SCA offers investment management through various programs, typically charging a wrap fee that covers investment advice, trade execution, custody, and reporting. This fee is negotiated with each client and usually ranges from 0.20% to 2.50% of the portfolio's value. In some cases, clients may pay an unbundled advisory fee of up to 3.00% per year, separate from brokerage commissions and transaction charges.
Location
Wilmot, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Snowden Account Services LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Carret Asset Management, LLC
Carret and Company, LLC.
Brean Murray, Carret & CO., LLC.Broker
H. G. Wellington & CO., INC.Broker
Tucker, Anthony & R. L. Day, INC.Broker
Painewebber IncorporatedBroker
Lehman Brothers Kuhn Loeb IncorporatedBroker
Shearson Lehman/american Express INC.Broker
Paine Webber Mitchell Hutchins INC.Broker
American Securities CorporationBroker
Dean Witter Reynolds INC.Broker
Fourteen Research CorporationBroker
State Registrations19 states
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