Silver Lake Capital Partners provides investment advisory services, including wealth management and retirement plan advisory services. For wealth management, they create customized investment strategies and financial plans for individuals, high-net-worth individuals, trusts, estates, and businesses. They use independent managers, mutual funds, and ETFs to construct portfolios. They also offer retirement plan advisory services to plan sponsors and participants.
Assets Under Management$230M
Clients172
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$230M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...