Silver Grove Advisory Services offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. Investment management includes creating a portfolio of low-cost mutual funds and exchange-traded funds (ETFs) based on the client's goals and risk tolerance. Financial planning services cover areas like retirement, education savings, and estate planning. Silver Grove may recommend independent managers for client accounts.
Fee Structure
Silver Grove Advisory Services charges an annual investment advisory fee ranging from 0.0% to 2.00% of the value of your portfolio. The exact fee depends on the complexity of services, the amount of assets managed, and your overall relationship with Silver Grove. Fees are negotiable. If Silver Grove recommends an independent manager, you will also pay advisory fees to that manager, but the total fee will not exceed 3% annually.