Silicon Beach Wealth (SBW) provides ongoing portfolio management based on your individual goals, risk tolerance, and time horizon. SBW creates a plan to help select a portfolio that fits your specific situation. SBW also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. SBW generally limits its investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and other securities.
Assets Under Management$140M
Clients166
Advisors2
Avg. per Client$870K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...