Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: It depends which strategy you pick: Snowden Lane’s DWA, PWA, IMP and SCA Portfolios wrap programs runs from $10,000 to $100,000, depending on the specific strategy or model portfolio. At the $10,000 low end, Snowden Lane Partners’ own fee schedule works out to $300 a year; strategies at the high end require substantially more.
The minimum, in the firm’s own words
“Clients must deposit a minimum of at least $100,000 in order to participate in the DWA Program, subject to waiver by SCA, including in situations where the client maintains a high minimum balance in other SCA accounts. … The minimum amount of assets required to participate in the PWA Program is $100,000, subject to waiver by SCA. … Clients who wish to participate in the SCA Portfolios program will open a new account and deposit a minimum of at least $10,000.”
On waivability: “subject to waiver by SCA”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Snowden Lane’s DWA, PWA, IMP and SCA Portfolios wrap programs (lowest-minimum strategy) | $10,000 | $300 | Yes, at the firm’s discretion |
| Snowden Lane’s DWA, PWA, IMP and SCA Portfolios wrap programs (highest-minimum strategy) | $100,000 | Varies by strategy | Yes, at the firm’s discretion |
| Source: Form ADV Part 2A Appendix 1 (Wrap Fee Program Brochure), August 18, 2026 | |||
Snowden Lane Partners’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $7,500 |
| $500,000 | $15,000 |
| $1,000,000 | $30,000 |
| $2,000,000 | $60,000 |
What else to know
Most of Snowden Lane’s wrap programs (DWA, PWA, IMP, Snowden Wealth Advisory) require $100,000; its lower-cost SCA Portfolios model-portfolio option requires only $10,000. The firm separately targets, non-bindingly, clients with $1,000,000 or more in investable assets: “SCA may also serve clients with a lower level of investable assets, at the discretion of SCA.” Certain portfolio managers within the IMP Program may layer an additional, unquantified manager-level minimum on top.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Snowden Lane Partners’ own published fee schedule runs up to $15,000 a year (the published maximum, which the firm says is negotiable); see the full dollar breakdown from Snowden Lane Partners’ own fee disclosure across several account sizes. Read our full review of Snowden Lane Partners before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Snowden Lane Partners, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- 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 Investment Adviser Public Disclosure, Snowden Capital Advisors LLC (CRD #157299): https://adviserinfo.sec.gov/firm/summary/157299
- Snowden Capital Advisors LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/157299/PDF/157299.pdf
Methodology. This page was built September 28, 2026, quoting directly from Snowden Lane Partners’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session 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 the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.