Silver Strand Financial Planning manages investment portfolios and provides personalized financial planning for individuals and families. Silver Strand Financial Planning offers wealth management services that combine investment advice with financial planning, along with standalone planning packages and employer retirement plan guidance. The firm helps clients with retirement planning, cash flow and debt management, college savings, tax planning strategies, estate planning reviews, and insurance consulting. Portfolios may be managed directly or through third-party investment managers, using active and passive investment strategies. Silver Strand Financial Planning operates with a commitment to act in each client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.96% |
| $250K+ | 0.50% |
Wealth management fee is $2,400 per year for accounts up to $250,000, plus 0.50% on amounts over $250,000, with a total annual fee cap of $6,000. Standalone investment management is available at 0.50% of assets. Fees are negotiable.