Carter Whisnand is a registered investment advisor at Silvercrest Asset Management Group LLC, based in Richmond, VA. Carter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,234 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silvercrest's fees for managing individual client assets in separately managed accounts are based on the type of portfolio:
- Managed balanced portfolios: 1% on the first $10 million, 0.60% on the balance.
- Managed fixed income only portfolios: 0.40% on the first $10 million, 0.30% on the balance.
- Managed cash only portfolios: 0.20%.
- Silvercrest Municipal Value strategy: 0.65%.
Fees are negotiable for larger amounts and under special circumstances.
Location
9030 Stoney Point Parkway, Suite 570, Richmond, VA, 23235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Silvercrest Asset Management Group LLC
State Registrations1 state
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