About Snowbird Financial LLC
Snowbird Financial LLC is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With years of experience in the industry, Snowbird Financial LLC has built a reputation for providing expert financial advice and guidance to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to each client’s unique needs and goals.
- Assists clients in creating and implementing effective financial strategies for short and long-term success.
- Monitors and adjusts client portfolios to ensure they remain aligned with their financial goals and risk tolerance.
- Offers a wide range of financial services to cater to various needs and goals.
- Utilizes a team-based approach to ensure clients receive the best possible support and expertise.
Facts and Insights
Here is a closer look at some key facts and insights about Snowbird Financial LLC:
| Assets Under Management | $500 million* |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
*As of 2021
Financial Services Offered
Snowbird Financial LLC offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Financial planning and wealth management
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education funding
- Business planning
Client Types
Snowbird Financial LLC works with a diverse range of clients, including individuals, families, business owners, and corporations. They have the expertise and resources to cater to the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
Snowbird Financial LLC operates on a fee-based compensation structure, which means that their fees are based on the assets they manage for clients. This compensation model ensures that the firm’s interests are aligned with those of their clients, and they always strive to act in their clients’ best interests.
Background
Founded in 2006, Snowbird Financial LLC has established itself as a trusted and reputable financial advisory firm. Their team is made up of experienced and highly qualified financial advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
- Snowbird Financial LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has no disciplinary actions or regulatory sanctions on record.
- All of the firm’s advisors are properly licensed and in good standing with the required regulatory bodies.