SilverPeak Wealth Advisors helps clients build, manage, and preserve their wealth. They offer ongoing portfolio management services based on individual goals, objectives, time horizon, and risk tolerance. SilverPeak creates an Investment Policy Statement for each client. They may also recommend investments in unaffiliated private equity funds, hedge funds, and other pooled investment vehicles.
Assets Under Management$180M
Clients133
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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