Snowball Wealth Management offers ongoing portfolio management, financial planning, and wealth management services tailored to the individual goals, risk tolerance, and time horizon of each client. The firm uses strategies such as fundamental analysis, cyclical analysis, and modern portfolio theory, focusing on investments like mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, and options. Snowball Wealth Management helps clients with comprehensive financial planning—covering retirement, taxes, estate planning, insurance, and college savings—and integrates outside assets like retirement accounts or employee stock options into a cohesive financial plan.
Fee Structure
Snowball Wealth Management charges an annual fee based on a percentage of the value of your portfolio. The rate drops as the amount you invest increases:
- $0 to $500,000 — 1.00% per year
- $500,001 to $1,000,000 — 0.90% per year
- $1,000,001 to $2,000,000 — 0.80% per year
- $2,000,001 to $5,000,000 — 0.70% per year
- $5,000,001 to $10,000,000 — 0.60% per year
- Over $10,000,000 — 0.40% per year
These fees are negotiable and are billed quarterly in arrears.