Brent Ciliano is a CFA-designated registered investment advisor at Svb Wealth, based in Raleigh, NC, with 25 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,451 clients with $5B 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Accounts with a portfolio value of $1,000,000 or less can pay effective fees greater than (or equal to) 1.25%. In limited circumstances, SVBW might agree upon an engagement for a fixed annual dollar fee.
Fee Estimator
Location
8540 Colonnade Center Drive, Raleigh, NC, 27615
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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
Brent is a member of the board of directors for First Citizens Asset Management, where he builds portfolios and selects investments for clients. He dedicates a few hours per week to this role and receives no compensation.
Employment History
Current Registrations
Svb Wealth
First Citizens Asset Management, INC
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Previous Registrations
Congress Capital Partners, LLP
Quasar Distributors, LLCBroker
Goldman, Sachs & CO.Broker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.