Silveria Wealth Group offers investment management services, building and operating systematic investment engines. They use a Roles & Rules framework, assigning each dollar to a specific engine (Growth, Income, Inflation Protection, Diversification, or Reserves) and managing it with strict operating instructions. They also offer a one-time financial assessment to identify issues in your current financial situation. Wealth advisory is available as an additional service for comprehensive financial coordination.
Assets Under Management$300K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$300K
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at our discretion based on factors such as total household assets and complexity of the Roles being managed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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