SVB Wealth LLC offers personalized wealth management, financial planning, retirement planning, and investment management services. SVB Wealth helps clients build custom asset allocations, selects and monitors third-party investment managers, and provides ongoing portfolio supervision on both a discretionary and non-discretionary basis. Investment offerings include stocks, bonds, mutual funds, exchange-traded funds, and private funds. SVB Wealth serves individuals, high-net-worth clients, trusts, estates, and retirement plans, operating as a wholly owned subsidiary of First-Citizens Bank & Trust Company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Fees are assessed quarterly in advance. Householding is used to aggregate accounts for fee calculation. SVB Wealth may negotiate fees based on account type, size, and services provided.