Tiiffany Maclean is a registered investment advisor at Svb Asset Management, based in North Wales, PA, with 21 years of industry experience. Tiiffany is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 458 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
The maximum fee schedule does not exceed 25 basis points (0.25%). Fees are calculated monthly based on average daily balances excluding cash and money market funds. Minimum monthly fees may apply depending on the strategy and client agreement. Fees are negotiable.
Fee Estimator
Location
North Wales, PA
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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 →Employment History
Current Registrations
Svb Asset Management
First Citizens Capital Securities, LLC
First Citizens Capital Securities, LLCBroker
Previous Registrations
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Cadaret Grant & CO INC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Valley Forge Asset Management CORP.
Valley Forge Asset Management CORP.Broker
Fsc Securities CorporationBroker
Fsc Securities Corporation
Securities America Advisors, INC.
Securities America, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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