Silicon Private Wealth (SPWL) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. SPWL creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. SPWL also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, educational planning, and debt/credit planning.
Assets Under Management$180M
Clients89
Advisors4
Avg. per Client$2M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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