Snowcap Financial LLC manages investment portfolios and offers financial planning services. Investment management is tailored to individual client needs, and financial planning covers business planning, cash flow, college savings, estate planning, insurance, retirement, tax strategies, and more. Snowcap Financial may use outside managers for portfolio management. Financial planning is offered on a project basis or ongoing.
Assets Under Management$13M
Clients47
Advisors1
Avg. per Client$280K
Avg. per Advisor$13M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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