Michael Silane
Advisor at 21 West Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at 21 West Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
21 West Wealth Management LLC
Location
Tustin, CA 92780
Credentials
CFA®
Industry experience
6 years
Michael Silane is a CFA® charterholder with six years of industry experience. He has been with 21 West Wealth Management LLC since 2019 and previously worked at BNY Mellon for sixteen years. 21 West Wealth Management LLC provides discretionary wealth management and integrated financial planning primarily to affluent individuals, families, and select institutional and retirement plan clients. The firm emphasizes portfolio construction and risk management guided by documented Investment Policy Statements, and it offers ERISA 3(38) fiduciary services for employer-sponsored plans.
Based on 21 West Wealth Management LLC
Based on 21 West Wealth Management LLC
Financial planning flat fee between $5,000 and $10,000
$0 - $2,000,000: 1.00% annually $2,000,001 - $7,000,000: 0.75% annually $7,000,001 - $12,000,000: 0.50% annually $12,000,001+: 0.25% annually
Hourly rate of $500 per hour for financial planning if charged on hourly basis
Account minimum: $1,000,000 Fee-only: Financial planning flat fee between $5,000 and $10,000
2522 Chambers Road, Suite 100
Tustin, CA 92780
California · Texas
21 West Wealth Management LLC
2019 - Present (7 years)
BNY Mellon
2003 - 2019 (16 years)
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