SilverSea Capital offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services, such as risk assessment, investment planning, and estate planning. Clients can place restrictions on investments. Some clients may prefer ongoing financial planning and consulting services with a fixed fee.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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