Snowcap Capital Management (SCM) offers investment advice and financial planning to individuals, corporations, and other entities. SCM provides both discretionary and non-discretionary investment advisory services tailored to each client's needs. They also offer financial planning and consulting services covering investments, insurance, taxes, and estate plans. Additionally, SCM provides bookkeeping, recordkeeping, and bill-paying services for business owners, along with business consultations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The minimum fee may be waived for members of the family. Generally, the minimum account size is $1,000,000, subject to a minimum annual fee of $5,000. The minimum fee would increase the maximum percentage rate paid on smaller accounts to more than 1% annualized as shown on the standard fee schedule. However, in no case would the fee exceed 2% per year.