Snowcap Financial is a registered investment advisor based in Castle Rock, Colorado, founded by Kyle Kues. Snowcap Financial provides customized investment portfolio management and financial planning services to individuals, high-net-worth individuals, and businesses. The firm focuses on passive investment strategies, building portfolios using index mutual funds and exchange-traded funds to match each client's goals and risk tolerance. Snowcap Financial also offers financial planning covering a wide range of topics, including retirement planning, tax strategies, estate planning, business consulting, cash flow management, and employee benefits optimization. Clients can choose from ongoing financial planning engagements, one-time project-based planning, or standalone investment management. The firm operates with a focus on acting in the best interest of clients and does not maintain a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable and prorated, paid in advance on a quarterly basis.