Silverstone Private Wealth (SPW) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. SPW creates an Investment Policy Statement for each client. SPW also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. SPW generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and will be memorialized in the client’s advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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