Silicon Valley Wealth Management Solutions, INC.
Silicon Valley Wealth Management Solutions has been in business since 2012 and is wholly owned by Todd Smith. The registered investment advisor specializes in asset management, pension consulting for employer retirement plans, and comprehensive financial planning and consulting. For asset management, Silicon Valley Wealth Management Solutions builds customized portfolios consisting of stocks, bonds, exchange-traded funds, options, and mutual funds, reviewing and rebalancing accounts at least quarterly. The firm operates on a non-discretionary basis, meaning clients must approve all trades before they are executed. In addition to investment management, the firm offers financial planning covering retirement, estate planning, charitable giving, education funding, tax strategies, real estate analysis, and insurance needs. The firm's team also includes licensed insurance agents who may recommend insurance products alongside advisory services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees are generally negotiable. Fees for accounts over $50,000,000 are negotiable. Billed quarterly in advance.