SilverLeaf Investment Group provides investment management and consulting services focused on income-generating bond portfolios for both individual and institutional clients. SilverLeaf customizes investment strategies to reduce the risk that a client's goals or mission may not be reached. SilverLeaf also offers performance evaluations of income-focused institutional portfolios and Request for Proposal (RFP) evaluations.
Assets Under Management$17M
Clients2
Advisors1
Avg. per Client$8.6M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.45% |
| $5.0M - $10.0M | 0.25% |
| $10.0M - $15.0M | 0.13% |
| $15M+ | 0.01% |
Fees and minimums may be negotiable or waived at SilverLeaf's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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