SNC Wealth Management offers investment management and consultation, helping clients determine financial objectives, identify concerns, manage cash flow, plan for taxes and retirement, review insurance, and plan their estates. SNC Wealth Management provides both discretionary and non-discretionary advisory services. The firm may customize investment advisory services to the individual needs of the client.
Assets Under Management$21M
Clients36
Advisors1
Avg. per Client$580K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at the sole discretion of the Firm or representative.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...