Snowwater Investment Partners, LLC

Assets Under Management

$795.0M

Number of Clients

44

Number of Advisors

2

Average Client AUM

$18.1M

AUM per Advisor

$397.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Snowwater Investment Partners provides customized wealth management solutions, including discretionary investment management and financial consulting, to high-net-worth individuals and families. They construct diversified portfolios and monitor them to meet client goals and risk tolerance. They may use independent managers.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location

DE, United States

2 Advisors at this firm