SM
CFA
SM
CFA

Silas Myers

26 Years of Experience
Miami, FL

Silas Myers is a CFA-designated registered investment advisor at Mar Vista Investment Partners, LLC, based in Miami, FL, with 26 years of industry experience. Silas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 165 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
165 clients
Average Client Portfolio
$6.8M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.75%
$25.0M - $50.0M0.60%
$50.0M - $100.0M0.50%
$100M+0.50%

Rates shown are for the U.S. Quality strategy. The U.S. Quality Premier strategy has lower rates: 0.50% for the first $25M, 0.40% for the next $25M, and 0.35% for the next $50M. Fees are negotiable for accounts over $100 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mar Vista Investment Partners, LLC
October 2007 - Present · 19 yrs
Previous Registrations
Roxbury Capital Management LLC
May 2000 - July 2008 · 8 yrs 2 mos
State Registrations3 states
CAFLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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