Snow Financial Management (SFM) offers personalized investment management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, retirement accounts, charitable organizations, and businesses. SFM manages client accounts on a discretionary basis, monitoring them to meet asset allocation requirements. Clients can place restrictions on how their accounts are managed.
Assets Under Management$99M
Clients49
Advisors3
Avg. per Client$2M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Snow Financial Management's fees generally range from 0.35% to 2.00% per year of the market value of your investments. The exact fee is negotiable and depends on factors like the size of your account and the complexity of your assets.
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