Silverstone Financial offers investment management and financial planning services tailored to clients' needs. Investment advice covers stocks, mutual funds, ETFs, bonds, cryptocurrencies, and alternative investments. Financial planning includes reviewing a client’s financial position, goals, and objectives and issuing recommendations on how clients can manage their financial resources. Silverstone Financial may use AI-assisted tools to improve documentation quality and advisor efficiency.
Assets Under Management$28M
Clients28
Advisors2
Avg. per Client$1M
Avg. per Advisor$14M
www.silverstonefiduciary.com ·www.yourbestpathfp.com ·www.feeonlynetwork.com/financial-advisor/gordon...
Fee Structure
Silverstone Financial offers investment management services under two pricing options:
À La Carte Pricing:
- For accounts up to $1,000,000, the annual fee is up to 1.50% of the portfolio value. There is a $100,000 minimum account value requirement for this fee model, but it is waived when bundled with ongoing financial planning.
Comprehensive Wealth Management Pricing:
- This bundled fee model includes investment management, financial planning, and third-party tax return preparation services for a single annual asset-based fee not to exceed 1.50%. There is a $1,000,000 minimum account value requirement for this fee model.
- On the first $2,000,000: 1.00% - 1.50%
- On assets over $2,000,001: 0.50% - 0.75%
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