Silver Lake Advisory Partners (SLA) offers personalized investment management services tailored to each client's risk tolerance, income needs, tax status, and investment objectives. SLA manages portfolios comprised of stocks, bonds, exchange-traded funds, mutual funds, and government securities. SLA also offers financial planning services to current and potential clients with no separate fees.
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.