Silicon Private Wealth manages investment portfolios and creates customized financial plans based on each client's specific goals, time horizon, and risk tolerance. Services include investment strategy, asset allocation, asset selection, risk management, ongoing portfolio monitoring, and financial planning covering retirement, taxes, insurance, and estate planning. Silicon Private Wealth generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, exchange-traded funds, options, non-U.S. securities, venture capital funds, and private placements. The firm works primarily with individuals and high-net-worth individuals, requiring a minimum account size of $1,000,000, which can be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are generally negotiable. Firm also offers third-party program selections such as Vanguard VPI with total fees up to 1.70%.