Hans Smith is a registered investment advisor at Silverlake Wealth Management LLC, based in Burlington, VT, with 11 years of industry experience. Hans operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 722 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SilverLake Wealth Management charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee ranges from 0.50% to 1.50%, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees are negotiable.
Location
50 Lakeside Ave, Burlington, VT, 05482
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Silverlake Wealth Management LLC
Previous Registrations
One Day in July LLC
Thornton Investment Management PLLC
State Registrations1 state
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