Advisor at Platform Wealth Advisors
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Firm
Platform Wealth Advisors
Location
Forked River, NJ
Credentials
Series 66
Industry experience
27 years
Albert Silvestri is a financial advisor at Platform Wealth Advisors with 27 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Raymond James Financial Services and Sam Investments LLC. In addition to his advisory role, he is a principal and CPA at Hamilton Mercer Advisors, providing accounting and tax services. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover investing, supported by formal affiliations with accounting and consulting practices and a team that includes multiple CPA/PFS credentialed advisers.
Based on Platform Wealth Advisors
Based on Platform Wealth Advisors
Financial Planning Services fixed fees typically ranging from $2,500 to $10,000
$0 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
Account minimum: $1,000,000 Minimum fee: $11,000 annual fee minimum for Investment Management services; $750 minimum quarterly fee for Employee Benefit Retirement Plan Services Fee-only: Financial Planning fixed fees ranging from $2,500 to $10,000; Consulting services annual fee of 0.20% (20 basis points)
Forked River, NJ
New Jersey
Platform Wealth Advisors
2024 - Present (2 years)
Hamilton Mercer Advisors, LLC
2023 - Present (3 years)
Sam Investments Llc
2010 - 2024 (14 years)
Raymond James Financial Services, Inc.
2000 - 2024 (24 years)
Civale, Silvestri, Alfieri, Martin & Higgins, Llc
1995 - 2023 (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Forked River, NJ
The Faragi Group
CFP®, Series 63
Forked River, NJ
Next Generation Wealth Planning, LLC
Series 65
Bayville, NJ
QEX Asset Management LLC
Series 65
Toms River, NJ
Lease Investment Advisors
CFP®, Series 63
Seaside Park, NJ
Schlosser Financial Services, Inc.
Series 63, Series 65
Forked River, NJ
Davidson Wealth Management LLC
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