Silver Advisors, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Silver Advisors LLC offers investment management and financial planning services. They provide advice on various asset classes, including stocks, mutual funds, exchange-traded funds, and fixed income instruments. Silver also offers real estate consulting services to real estate management companies. Silver's investment strategies are tailored to meet individual client goals.

Assets Under Management$72M
Clients14
Advisors1
Avg. per Client$5.1M
Avg. per Advisor$72M

Fee Structure

Minimum Investment:$100K

Silver Advisors charges an annual fee of up to 2% of your portfolio, billed monthly. For some clients, they may also charge an additional annual performance fee of 20% of the capital appreciation in your account. This performance fee is only charged when your account value exceeds the highest historic account value from prior years.

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Location

1 Advisors at this firm

Silver Advisors, LLC | TrueAdvisor