Silvia McColl Wealth Management provides financial planning, investment management, and pension/profit sharing consulting. Investment advice is tailored to each client's objectives, needs, and risk tolerance. Financial planning services range from comprehensive plans to focused consultations, offered on a one-time or ongoing basis. Clients are not obligated to implement investment recommendations.
Assets Under Management$280M
Clients110
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable. For alternative investments, fees are .75% annually for ongoing due diligence, reporting and pricing.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...