Vincent Silvestri
Vincent Silvestri is a registered investment advisor at Silvestri Financial and Tax Advisors, INC, based in Forest Hill, MD, with 12 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 113 clients with $35M 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 | 2.25% |
The total annual fee is up to 2.25% of the value of your portfolio, which is split between Silvestri Financial and Tax Advisors (up to 1.20%) and AssetMark (up to 1.05%). Fees are negotiable.
Fee Estimator
Location
Forest Hill, MD
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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 ActivitiesSells Insurance
Vincent is the president of Silvestri Financial & Tax Advisors, Inc., which is a DBA for advisory services, insurance business, and tax and accounting services. From February to April annually, Vincent spends about full-time hours preparing individual federal and state tax returns.
Employment History
Current Registrations
Silvestri Financial and Tax Advisors, INC
Previous Registrations
Chesapeake Capital Management, LLC
Sageguard Financial Group, LLC
State Registrations2 states
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.