Snowbird Financial provides ongoing portfolio management based on clients' goals, risk tolerance, and time horizon. They create investment policy statements and offer financial planning services, including investment, insurance, tax, retirement, education, estate, charitable giving, and debt/credit planning. Snowbird Financial primarily advises on mutual funds, equities, bonds, ETFs, REITs, and insurance products.
Assets Under Management$30M
Clients177
Advisors1
Avg. per Client$170K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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