N.A. Silva & Company, INC.

Fee-Only (% of Portfolio)

N. A. Silva & Company, Inc. provides investment management services where they manage client investments based on their goals and risk tolerance. They also offer financial consulting services, including financial strategy development, financial planning and analysis, capital structure management, risk management, financial reporting and compliance, operational efficiency improvements, and research.

Assets Under Management$6.4M
Clients10
Advisors1
Avg. per Client$640K
Avg. per Advisor$6.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. The firm also offers performance-based fees of up to 20% of any increase from the previous year.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm