Silverbrook Investment Advisors provides investment supervisory services tailored to individual client needs. Clients can specify restrictions on investments. The firm manages stocks, bonds, unit investment trusts, mutual funds, master limited partnerships, and options. Silverbrook may also assist in financial planning including fixed annuities and select outside managers.
Assets Under Management$2.8M
Clients27
Advisors1
Avg. per Client$100K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 2.50% |
| $1.5M - $3.0M | 2.00% |
| $3M+ | 1.50% |
Management fees are negotiable based upon each client's individual situation and size of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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