Todd Kanter
Todd Kanter is a registered investment advisor at Silvercrest Asset Management Group LLC, based in Boston, MA, with 43 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,234 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silvercrest's fees for managing individual client assets in separately managed accounts are based on the type of portfolio:
- Managed balanced portfolios: 1% on the first $10 million, 0.60% on the balance.
- Managed fixed income only portfolios: 0.40% on the first $10 million, 0.30% on the balance.
- Managed cash only portfolios: 0.20%.
- Silvercrest Municipal Value strategy: 0.65%.
Fees are negotiable for larger amounts and under special circumstances.
Location
30 Rowes Wharf, Ste. 410, Boston, MA, 02110
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 1990Customer Dispute
March 1983Employment History
Current Registrations
Silvercrest Asset Management Group LLC
Previous Registrations
Investors Capital CORP.Broker
Silvercrest Asset Management Group LLC
Adams, Harkness & Hill, INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.