Gregory Silver is a CFA-designated registered investment advisor at Silver Advisors, LLC, based in New York, NY, with 4 years of industry experience. Gregory 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 14 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Advisors charges an annual fee of up to 2% of your portfolio, billed monthly. For some clients, they may also charge an additional annual performance fee of 20% of the capital appreciation in your account. This performance fee is only charged when your account value exceeds the highest historic account value from prior years.
Location
2 Park Avenue, 20th Floor, New York, NY, 10016
Get directionsHistory
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
Silver Advisors, LLC
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.