SVB Wealth (SVBW) offers wealth management, financial planning, and retirement services. These services include investment portfolio management, access to investment strategies from affiliated and unaffiliated managers, performance reporting, and financial, wealth, retirement, and estate planning. SVBW's investment offerings include equities, fixed-income securities, mutual funds, exchange-traded funds (ETFs), private funds, and derivatives. SVBW offers both discretionary and non-discretionary advisory services.
Assets Under Management$5B
Clients1,451
Advisors82
Avg. per Client$3.4M
Avg. per Advisor$61M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Accounts with a portfolio value of $1,000,000 or less can pay effective fees greater than (or equal to) 1.25%. In limited circumstances, SVBW might agree upon an engagement for a fixed annual dollar fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
82 Advisors at this firm
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