Silver Leaf Financial, based in Scottsdale, Arizona, offers personalized investment advisory services. These include managing investment portfolios, selecting other money managers, and providing general consulting. Silver Leaf tailors its advice to each client's needs, considering their investment goals, risk tolerance, and financial situation. They may recommend third-party money managers and share in the fees paid to those managers.
Assets Under Management$8M
Clients27
Advisors1
Avg. per Client$300K
Avg. per Advisor$8M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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