SilverLake Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, and corporations. SilverLake creates customized investment strategies based on client goals, risk tolerance, and financial situations. They primarily use stocks, bonds, mutual funds, and exchange-traded funds. Financial planning services cover areas like retirement, education, and insurance needs. SilverLake may recommend independent managers for a portion of a client's portfolio.
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.