Silicon Valley Wealth Management Solutions, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Silicon Valley Wealth Management Solutions (SVWMS) provides investment advice and financial planning to individuals, families, and businesses. SVWMS offers services like managing investments, advising employer-sponsored retirement plans, and creating financial plans covering investments, retirement, estate planning, taxes, and insurance. SVWMS tailors its investment advice to each client's needs.
Assets Under Management$43M
Clients332
Advisors1
Avg. per Client$130K
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees negotiable for accounts over $20 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...