Siler Wealth Management offers investment management, financial planning, and consulting services to individuals, families, small business owners, and institutional clients. The firm develops tailored strategies to meet individual objectives, such as capital growth, income generation, and asset preservation. They partner with third-party sub-advisors and platforms for investment management options. Siler Wealth Management also offers estate planning education and Social Security consulting.
Assets Under Management$170M
Clients647
Advisors5
Avg. per Client$260K
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
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 added to the annual management fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...