Silicon Valley Capital Partners (SVCP) primarily manages investment portfolios for clients, allocating assets among stocks and bonds. Financial planning and consulting services are also offered alongside investment management. SVCP works with clients to understand their risk tolerance and financial goals, tailoring its services to meet individual needs. SVCP also publishes a research report available to qualifying clients.
Assets Under Management$1.1B
Clients414
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$270M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee varies between 0.40% and 1.00% depending upon the size of a client’s portfolio and the type of services rendered. SVCP may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...