Assets Under Management
$5.0B
Number of Clients
1,451
Number of Advisors
78
Average Client AUM
$3.4M
AUM per Advisor
$63.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
SVB Wealth LLC provides wealth management services, including portfolio management, access to third-party investment managers, and financial planning. Services are offered on a discretionary and non-discretionary basis. They also offer retirement plan advisory services to businesses.
| Assets Under Management | 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%.
53 State Street, 28th Floor, Boston, MA, 02109