Siler Wealth Management is an investment advisory firm headquartered in Longwood, Florida, serving individuals, families, small business owners, and retirement plans. The firm offers personalized investment management, utilizing fundamental, technical, and quantitative analysis to build tailored portfolios that may include stocks, bonds, exchange-traded funds, mutual funds, and annuities. In addition to portfolio management, Siler Wealth Management provides standalone financial planning, estate planning coordination using digital platforms, and Social Security consulting. The firm operates with discretionary or non-discretionary authority depending on client preference, and coordinates with various third-party platforms and custodians, primarily Charles Schwab, to execute its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Advisory fees are negotiable at the advisor's discretion. For ongoing estate planning support, an additional 0.15% to 0.25% may be applied to the annual management fee.