Snowwater Investment Partners offers wealth management solutions, including investment management and financial consulting, to high-net-worth individuals and families. Snowwater creates customized investment portfolios using diversified equity, fixed income, hedge funds, private equity, and structured notes. Snowwater may recommend independent managers for a portion of a client's portfolio. They serve as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$800M
Clients44
Advisors2
Avg. per Client$18M
Avg. per Advisor$400M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable. Certain clients may be offered a fixed rate fee schedule. If Snowwater uses independent managers, the total blended fee will not exceed 2.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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