Alison Burkett is a registered investment advisor at Snowden Capital Advisors LLC, based in New York, NY, with 16 years of industry experience. Alison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5,771 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCA offers investment management through various programs, typically charging a wrap fee that covers investment advice, trade execution, custody, and reporting. This fee is negotiated with each client and usually ranges from 0.20% to 2.50% of the portfolio's value. In some cases, clients may pay an unbundled advisory fee of up to 3.00% per year, separate from brokerage commissions and transaction charges.
Location
540 Madison Ave., 9th Floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alison is a Managing Director at Snowden Capital Advisors, dedicating nearly full-time hours to investment advisory, client and advisor transition and support, operational infrastructure, and custodian support. She also coaches kids' sports on Sundays as a contractor, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLC
Snowden Account Services LLCBroker
Previous Registrations
Snowden Capital Advisors LLC
Cbf Advisors, LLC
Managed Account Services, LLCBroker
State Registrations9 states
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