Silverberg Bernstein Capital Management (SBCM) provides ongoing asset management services, determining investment goals, risk tolerance, and objectives. SBCM also offers financial consulting, evaluating a client's current and future financial state to predict cash flows and asset values. Investment strategies are tailored to client goals, and clients can impose restrictions on investments.
Assets Under Management$280M
Clients135
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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