SilverSea Capital is a registered investment advisor based in Riverside, Connecticut, founded by Federico Rodriguez. The firm offers personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, and businesses. SilverSea Capital tailors its investment strategies to match each client's specific goals, risk tolerance, and time horizon, using approaches such as asset allocation, dollar-cost averaging, technical analysis, and long- and short-term purchases. Clients can also set specific restrictions on certain securities or sectors. In addition to managing investments, SilverSea Capital provides financial planning and consulting covering risk management, investment planning, estate planning, and financial organization, as well as subscription-based retainer services for ongoing guidance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are charged quarterly in arrears based on the market value of assets on the last business day of the quarter. SilverSea Capital has sole discretion to negotiate lower fees or waive them.