Brandon Silvia
Brandon Silvia is a CFP-designated registered investment advisor at Silvia Mccoll Wealth Management, LLC, based in San Diego, CA, with 12 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 110 clients with $280M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable. For alternative investments, fees are .75% annually for ongoing due diligence, reporting and pricing.
Fee Estimator
Location
600 W Broadway, Suite 700, San Diego, CA, 92101
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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
Brandon is a managing member of Moonshot Ventures, LLC, dedicating minimal time to private investments since 2013. Since 2018, Brandon has also worked as a registered assistant at M.S. Howells & Co., spending about 10-20% of his time recommending securities products to clients.
Employment History
Current Registrations
Silvia Mccoll Wealth Management, LLC
Previous Registrations
M. S. Howells & CO.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations2 states
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