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Updated September 28, 2026. Quick answer: Snowden Lane Partners is registered with the SEC as an investment adviser (CRD #157299, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $15,000 a year (the published maximum, which the firm says is negotiable) under its published fee schedule. Already a client and thinking about leaving? Budget $150 at Pershing (“Account Termination”), or $50 at Schwab, depending on your custodian. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Snowden Lane Partners at a glance
| Fact | What Snowden Lane Partners’ own pages say |
|---|---|
| Legal entity | Snowden Capital Advisors LLC |
| Registration | Snowden Capital Advisors LLC is registered with the SEC as an investment adviser (CRD #157299, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $15,000 a year (the published maximum, which the firm says is negotiable), per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Snowden Lane Partners |
| Cost to leave (exit fee) | $150 at Pershing (“Account Termination”), or $50 at Schwab, depending on your custodian |
What Snowden Lane Partners’ own fee schedule charges
Legal entity Snowden Capital Advisors LLC; ‘Snowden Lane Partners’ is the registered DBA. Used the Wrap Fee Program Brochure (Appendix 1) rather than the softer bare-range language in the main Part 2A because it is SCA’s dedicated fee-schedule document and states an explicit, twice-repeated 3.00% ceiling for both DWA and PWA. Account minimum $100,000, below all four target balances.
“For the services provided by SCA and as described in the Advisory Agreement, each account in the DWA Program will be charged an annual Wrap Fee at the rate set forth in the Discretionary Wealth Advisory Account Agreement… The maximum Wrap Fee, expressed as an annual rate, that may be charged to new clients is 3.00%. Fees at the higher end of this range are generally associated with smaller account sizes or highly customized advisory services and are subject to negotiation.”
Snowden Capital Advisors’ Part 2A main brochure describes its wrap and non-wrap programs only in bare ranges; its separate, dedicated Wrap Fee Program Brochure (Appendix 1) states an explicit, twice-repeated 3.00% ceiling for both of the firm’s primary account types (DWA and PWA), which is the figure priced here. No specific dollar minimum fee is stated, only that one may be set per client agreement.
| Account balance | Annual fee |
|---|---|
| $250,000 | $7,500 |
| $500,000 | $15,000 |
| $1,000,000 | $30,000 |
| $2,000,000 | $60,000 |
See the full breakdown, including how the figure is calculated, on Snowden Lane Partners’ own fee page.
Registration
Snowden Capital Advisors LLC is registered with the SEC as an investment adviser (CRD #157299, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Snowden Lane Partners.
What it costs to leave
Snowden Capital Advisors LLC’s Form ADV Part 2A states “The client’s Advisory Agreement may be terminated at any time upon written or verbal notice by SCA, the client, or the applicable third-party manager or sponsor.” Snowden Capital Advisors LLC names 3 possible custodians in its brochure, with no single default. Pershing LLC / Pershing Advisor Solutions LLC’s own published fee schedule states “Account Termination $150.00 per account.” Charles Schwab & Co.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” Fidelity (footnoted alternative platform, currently de minimis) discloses no comparable line item (an honest gap).
A dedicated how-to-leave page for Snowden Lane Partners covers the exit costs in full; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A Appendix 1 (Wrap Fee Program Brochure) (August 18, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1055309
- SEC IAPD firm summary (CRD #157299, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/157299
Methodology. This page was built September 28, 2026, drawing directly on Snowden Lane Partners’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Snowden Lane Partners; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Snowden Lane Partners’ own Form ADV Part 2A and Form CRS. We have not used Snowden Lane Partners as a client. Snowden Lane Partners did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Snowden Lane Partners’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Snowden Lane Partners against other options? See Snowden Lane Partners alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.