Silverback Financial provides investment management and financial advice to individuals, families, and business owners. Silverback offers both discretionary and non-discretionary portfolio management, including asset allocation and investment selection. Silverback typically tailors investments to match client goals, and clients can impose restrictions on specific investments.
Assets Under Management$80M
Clients45
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees may be negotiated, lowered, or waived for family, friends, or based on the complexity level of the client. Some clients are grandfathered with lower fees based on the existing historical relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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