Silverman + Associates Wealth Management provides investment management services where they make investment decisions for you. They also offer financial planning, covering retirement, insurance, investments, taxes, and legacy planning. For investment management, they may use sub-advisors to manage your money. They also manage assets held away at other institutions, such as retirement accounts. Silverman + Associates may recommend third-party managers to manage your portfolio, acting as a liaison between you and the third-party manager.
Assets Under Management$100M
Clients94
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable. Sub-advisor New Frontier Advisors charges an additional 0.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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