Silverstone Financial LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Silverstone Financial is a registered investment advisor based in Owings Mills, Maryland, offering personalized investment management, financial planning, and business consulting services. Silverstone Financial builds tailored portfolios using equities, mutual funds, exchange-traded funds, bonds, and alternative strategies, often employing an indexed buy-and-hold approach focused on long-term growth and asset allocation. Clients can choose between an à la carte pricing model or a comprehensive wealth management package that bundles investment management, financial planning, and third-party tax preparation. Silverstone Financial operates as a fiduciary, meaning the firm is legally required to act in your best interest. The firm is led by Jeremy Eppley and includes advisors who hold professional designations such as Certified Financial Planner and Chartered Private Wealth Advisor.

Assets Under Management$28M
Clients28
Advisors2
Avg. per Client$1M
Avg. per Advisor$14M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2M+0.75%

Rates reflect the maximum stated fees for the à la carte and comprehensive wealth management tiers. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Silverstone Financial LLC - Fees, AUM & Advisors | TrueAdvisor