Nancy Elliott is a CFP-designated registered investment advisor at Silver Lake Advisory Partners, LLC, based in Melissa, TX, with 6 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 159 clients with $330M 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 $5.0M | 1.00% |
| $5M+ | 0.80% |
1.0% of equity assets up to $5 million in assets, except for charitable organizations. 0.8% for equity assets over $5 million, except for charitable organizations. 0.6% of equity assets up to $5 million in assets for charitable organizations. 0.45% of assets over $5 million in assets for charitable organizations. 0.50% of mutual funds and exchange traded funds. 0.35% of fixed income which may be a mix of corporate bonds and municipal bonds. 0.00% of cash, money market funds, and treasuries. Fees are negotiable.
Fee Estimator
Location
Melissa, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Silver Lake Advisory Partners, LLC
State Registrations1 state
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