Silver Maple Financial provides financial planning and investment management services to individuals. Financial planning includes an initial consultation and plan, with annual reviews for ongoing clients. Investment management includes quarterly statements, newsletters, and annual reviews with rebalancing. Silver Maple Financial acts in the client's best interest but does not guarantee profits.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
The advisory fee is made up of a fixed base fee ($600/year) and an Assets Under Management (AUM) fee. Clients that have no more than one investment account (under management, or under advisement for planning & consulting purposes) and a total portfolio balance of less than $50,000, with no individual stocks, will receive a 50% discount off of the base fee. Clients with only a high-interest savings account, will enjoy a waiver of the base fee, and will only pay the AUM fee. Fees are negotiable at the Advisor’s discretion.