Thad Ackerman is a registered investment advisor at Silver Maple Financial, LLC, based in Kittery, ME, with 18 years of industry experience. Thad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 23 clients with $19M 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 | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
The advisory fee is made up of a fixed base fee ($600/year) and an Assets Under Management (AUM) fee. Clients that have no more than one investment account (under management, or under advisement for planning & consulting purposes) and a total portfolio balance of less than $50,000, with no individual stocks, will receive a 50% discount off of the base fee. Clients with only a high-interest savings account, will enjoy a waiver of the base fee, and will only pay the AUM fee. Fees are negotiable at the Advisor’s discretion.
Fee Estimator
Location
Kittery, ME
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Silver Maple Financial, LLC
State Registrations3 states
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