Silverlight Asset Management (SAM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. SAM creates an investment strategy proposal for each client. SAM generally invests in mutual funds, fixed income, equities, ETFs, treasury inflation protected bonds, commodities and non-U.S. securities, primarily recommending equity. For clients with over $1 million in assets under management, financial planning is included. For clients with less than $1 million, financial planning is offered for a separate fee.
Assets Under Management$64M
Clients50
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.30% |
| $3.0M - $6.0M | 1.00% |
| $6M+ | 0.70% |
Fees are generally negotiable. SAM may combine household accounts for fee calculation purposes unless a client requests otherwise.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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