Silver Lake Advisors is an investment management firm located in Centennial, Colorado, established in 2009 by Wayne Hoffmann. The firm provides discretionary investment management and supervisory services, building portfolios tailored to each client's specific financial goals, risk tolerance, and liquidity needs. Silver Lake Advisors primarily allocates client assets among individual stocks, bonds, exchange-traded funds, mutual funds, and cash. The firm takes a disciplined, long-term approach to capital management, combining fundamental and technical analysis while regularly monitoring and rebalancing portfolios at least quarterly. Silver Lake Advisors operates as a registered investment advisor legally required to act in your best interest. In addition to investment management, the firm helps clients navigate complex decisions such as retirement plan rollovers. Silver Lake Advisors works with individuals, trusts, pension plans, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may vary based on account size, complexity, and trading activity. Fees are negotiable in certain circumstances. Household accounts may be aggregated for fee calculation purposes.