SilverLake Wealth Management offers customized investment management and financial planning services to individuals, high net worth individuals, trusts, estates, retirement plans, and businesses. SilverLake builds personalized portfolios using individual stocks and bonds, mutual funds, and exchange-traded funds to align with each client's long-term goals and risk tolerance. In addition to managing investments, SilverLake provides comprehensive financial planning covering retirement, education savings, tax strategies, and insurance needs. The firm also assists business owners with exit planning and retirement plan sponsors with fiduciary oversight. SilverLake operates as a registered investment advisor and acts in the best interest of clients as a fiduciary. Clients can choose between discretionary and non-discretionary account management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.50% to 1.50% annually depending on the size and complexity of the client relationship and are negotiable at the advisor's discretion.