Silk Investment Advisors manages investment portfolios for individuals, high net worth individuals, and businesses. The firm uses the Cash Rich Fallen Angel (CRFA) strategy, which focuses on companies with a significant drop in stock price and attractive net cash balance sheets. Silk Investment Advisors requires a minimum of $50,000 to manage investments, but they may waive this minimum.
Assets Under Management$2.4M
Clients64
Advisors1
Avg. per Client$37K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Fees are negotiable at the discretion of the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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