Moses Silver
Moses Silver is a registered investment advisor at Kensington Wealth Management, LLC, based in Brooklyn, NY, with 33 years of industry experience. Moses operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
4910 13th Avenue, Brooklyn, NY, 11219
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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
Moses is an investment partner in a real estate property, Beaumont Management Group LLC, Homestreet Management Group LLC, and Tinton Management LLC, spending a few hours per week on it. He also acts as a board member for Beis Menachem, attending meetings for minimal time each month.
Employment History
Current Registrations
Kensington Wealth Management, LLC
Kensington Capital CORP.Broker
Previous Registrations
Datek Securities CORP.Broker
Kensington Capital CORP.Broker
State Registrations6 states
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