Silicon Valley Capital Management (SVCM) offers investment management services to individuals, families, trusts, and small companies. SVCM focuses on identifying and capitalizing on large-scale economic trends. Services include portfolio design, investment selection, and reporting. SVCM also coordinates tax and financial planning.
Assets Under Management$43M
Clients13
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fee is negotiable depending upon the size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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