Silvis Financial provides investment management, financial planning, and wealth management services. As a fee-only firm, Silvis is only compensated by clients for their services. Wealth management includes both investment management and financial planning. Silvis also offers fee-based annuities. Silvis may recommend third-party professionals, but does not receive compensation from them. Silvis uses Altruist Model Marketplace and Schwab's Model Market Center™.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.6M | 0.75% |
| $1.6M+ | 0.75% |
Wealth management services have a different fee schedule. When Altruist Model Marketplace or Schwab Model Market Center are used for Investment Management Services, Clients may pay an additional fee directly to Altruist Model Marketplace or Schwab Model Market Center. This is in addition to Silvis Financial’s fee described above. Altruist’s Model Marketplace and Schwab’s Model Market Center fees range between 0.00% and 1.00%.