Sila Financial offers wealth management services, including goal planning, risk tolerance consulting, retirement plan consulting, insurance consulting, portfolio management, and investment selection. Investment portfolios are custom-built and may incorporate client requests. Sila Financial also offers pension consulting services to businesses with retirement plans.
Assets Under Management$120M
Clients100
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable and may vary from client to client. Clients with whom Sila Financial has worked longer may pay a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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