Silver Accounting Service INC. DBA Silver Financial Service
Fee-Only (% of Portfolio)Fixed/Hourly
Silver Financial Service offers investment management and financial planning services. Investment management involves creating customized portfolios using mutual funds, ETFs, fixed income, and equity securities. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Services are tailored to individual client needs.
Assets Under Management$10M
Clients57
Advisors1
Avg. per Client$180K
Avg. per Advisor$10M
www.linkedin.com/in/marta-haydym-silver-cfp%c2%... ·www.silveraccountingmaine.com ·www.sfinancialmaine.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Minimum annual fee of $600 for a single person and $750 for a couple, waived with $50,000 assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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