Craig Silvers is a CFA-designated registered investment advisor at Bricks & Mortar Capital, based in Los Angeles, CA, with 23 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.70% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees, account minimums and payment terms are negotiable depending on a client’s unique situation.
Fee Estimator
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Craig owns multiple residential rental properties in the Los Angeles area and Gilbert, AZ, held under the Silvers Living Trust. A third-party manager handles the day-to-day operations, with Craig dedicating a few hours per week to these properties.
Employment History
Current Registrations
Bricks & Mortar Capital
State Registrations1 state
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