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Marc Silk is a registered investment advisor at Silk Investment Advisors, based in Medfield, MA, with 18 years of industry experience. Marc 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 64 clients with $2.4M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
64 clients
Average Client Portfolio
$37K average
Assets Under Management
$2.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Fees are negotiable at the discretion of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Medfield, MA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2009Settled
Employment History
Current Registrations
Silk Investment Advisors
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
Delta Global Asset Management
December 2007 - December 2011 · 4 yrs
State Registrations1 state
MA
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.