Snowball Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage investments. They also offer financial planning covering investments, insurance, taxes, retirement, college, estate, charitable giving, and business planning. For clients with assets not managed by Snowball Wealth Management, they offer wealth management services, integrating all assets into an investment plan.
Assets Under Management$140M
Clients164
Advisors3
Avg. per Client$850K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
The fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...