Silverhaven Strategic Wealth is a registered investment advisor based in Tyler, Texas, providing discretionary portfolio management services to individuals, families, trusts, and estates. Founded and managed by Levi Baker, Silverhaven builds customized investment portfolios using exchange-traded funds, mutual funds, individual stocks, fixed-income securities, and occasionally options for hedging or income generation. The firm focuses on aligning portfolios with each client's specific risk tolerance, time horizon, and goals. In addition to investment management, Silverhaven offers general financial consulting and coordinates with clients' legal and tax professionals regarding estate planning and cash flow considerations. Silverhaven does not charge performance-based fees and requires client assets to be held at Charles Schwab & Co., Inc. as a qualified custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 1.25% |
| $3.5M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are applied on a tiered basis and are not negotiable, though the firm reserves the right to waive or reduce fees for family members or related parties.