Silver Strand Financial Planning (SSFP) provides investment management and financial planning services. SSFP offers wealth management, investment management, employer plan guidance, and financial planning services. Financial planning covers cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement planning, risk management, and tax planning. SSFP may use outside managers to assist with investment management.
Assets Under Management$7.3M
Clients19
Advisors1
Avg. per Client$390K
Avg. per Advisor$7.3M
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Fee Structure
Silver Strand Financial Planning offers several investment management options:
- Wealth Management Services: For accounts under $250,000, the annual fee is $2,400. For accounts over $250,000, the fee is $2,400 plus 0.50% of the amount over $250,000, but never exceeding $6,000 annually.
- Investment Management Services: Offered at SSFP's discretion, the annual fee is 0.50% of assets under management. Financial planning is included.
- Discoverer Package: For households with less than $100,000 in assets, the fee is $100/month ($1,200 annually). For households with more than $100,000, the fee is $1,200 plus 1.0% of assets over $100,000, up to $220,000. Once assets exceed $220,000, clients are moved to the Wealth Management Package.
If SSFP uses an outside manager, their fees are separate and will not exceed 0.50% of assets under management. The combined fee will not exceed 2% of assets under management.
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