Silverleafe Capital Partners manages investment portfolios and provides financial consulting for individuals, families, trusts, estates, and businesses. Silverleafe helps clients define financial objectives and develops strategies covering cash flow management, tax planning, risk review, estate planning, charitable goals, and business succession. Silverleafe primarily uses exchange-traded funds and individual stocks, offering a range of portfolios scaled from conservative fixed income to aggressive growth strategies. Silverleafe is compensated solely through fees paid directly by clients and does not accept commissions or referral fees.
Assets Under Management$450M
Clients179
Advisors6
Avg. per Client$2.5M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$20,000
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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