Snowden Capital Advisors provides customized investment management, wealth advisory, and financial planning services primarily to high net worth individuals, families, and businesses. The firm offers a variety of account options, including discretionary managed accounts, non-discretionary wealth advisory programs, selection of independent third-party money managers, and asset-held-away consulting for retirement plans. Clients work with experienced financial advisors to build personalized portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. In addition to investment management, the firm offers financial planning services covering retirement, estate, tax, and insurance needs, either on an hourly or fixed-fee basis. Snowden Capital Advisors operates through multiple custodial platforms, such as Pershing and Charles Schwab, and provides services on both a wrap-fee and non-wrap basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated on a client-by-client basis. Wrap fees typically range from 0.20% to 2.50% of assets under management. Unbundled advisory fees may be up to 3.00% per annum.