Silvercrest Asset Management provides investment management and family office services to families and institutional investors. Services include equity and fixed income management, outsourced investments, and alternative investments. Silvercrest may recommend clients invest in private funds managed by third parties. Silvercrest also provides risk analytics, due diligence, and outsourced chief investment officer services to institutions.
Assets Under Management$36B
Clients1,234
Advisors35
Avg. per Client$30M
Avg. per Advisor$1B
Fee Structure
Investment management only (planning not offered)
Silvercrest's fees for managing individual client assets in separately managed accounts are based on the type of portfolio:
- Managed balanced portfolios: 1% on the first $10 million, 0.60% on the balance.
- Managed fixed income only portfolios: 0.40% on the first $10 million, 0.30% on the balance.
- Managed cash only portfolios: 0.20%.
- Silvercrest Municipal Value strategy: 0.65%.
Fees are negotiable for larger amounts and under special circumstances.
Loading...
Location
35 Advisors at this firm
Page 1 of 2