Assets Under Management
$130.5M
Number of Clients
145
Number of Advisors
3
Average Client AUM
$900K
AUM per Advisor
$43.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Snowball Wealth Management provides portfolio management services tailored to individual client goals and risk tolerance. They also offer financial planning, including investment, insurance, tax, retirement, college, estate, charitable giving, and business planning. Wealth management services are available for assets not managed by the firm.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
The fee is negotiable.
3445 Penrose Place, Suite 130, Boulder, CO, 80301