Silverlake Portfolio Advisors offers investment management services, including financial goal-setting, risk assessment, and asset allocation. They also provide financial planning services to both investment management clients and others, covering areas like retirement, education funding, and charitable giving. Silverlake may recommend sub-advisors and other professionals like attorneys and accountants. They operate as a fiduciary, acting in the client's best interest.
Assets Under Management$44M
Clients33
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.45% |
| $5M+ | 0.30% |
The value of accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged a higher annual management fee of 1.8%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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