Silvestri Financial and Tax Advisors, Inc. provides financial consulting services and selects third-party investment advisors, such as AssetMark, for clients. They assess clients' financial situations, including liquidity, income, savings, and tax levels, to recommend suitable investments. They also host educational seminars and webinars. Client accounts are managed based on individual financial situations and investment objectives.
Assets Under Management$35M
Clients113
Advisors2
Avg. per Client$310K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
The total annual fee is up to 2.25% of the value of your portfolio, which is split between Silvestri Financial and Tax Advisors (up to 1.20%) and AssetMark (up to 1.05%). Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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