Silverleafe Capital Partners offers investment management and financial planning services to individuals, families, and organizations. Silverleafe works with clients to define financial objectives and develop strategies and portfolios to reach those objectives, including cash flow management, investment tax planning, risk exposure review, portfolio management, and estate planning. Silverleafe's compensation comes solely from client fees and does not receive commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $30.0M | 0.80% |
| $30.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees may be negotiable on a case-by-case basis based on the aggregate size of the client relationship. Silverleafe Capital Partners, LLC also offers certain “Qualified Clients” a flat .50% or .75% base asset management fee plus an additional performance fee of 10% of the cumulative net profit to the account.