Silver Lake Advisors, located in Centennial, Colorado, offers investment management and supervision services. They work with clients to understand their financial goals, risk tolerance, and investment objectives to create a suitable portfolio. They primarily invest in individual stocks, bonds, exchange traded funds, mutual funds, and cash. Silver Lake Advisors reviews portfolios at least quarterly and rebalances them as needed.
Assets Under Management$57M
Clients27
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
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 be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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