Advisor at Silver Pine Capital, LLC
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Firm
Silver Pine Capital, LLC
Location
Medfield, MA 02052
Credentials
CFA®, Series 63
Industry experience
15 years
Robert Skloff is a CFA® charterholder with 15 years of industry experience. He has been with Silver Pine Capital, LLC since 2010 and previously worked at Beck Bode Wealth Management, LLC. Silver Pine Capital serves individual and institutional clients, including accredited investors, through discretionary portfolio management and ongoing financial planning. The firm employs a value-oriented, fundamental investment process with diversified portfolios across equities, fixed income, and alternative assets, and offers performance-based fee arrangements for eligible clients.
Based on Silver Pine Capital, LLC
Based on Silver Pine Capital, LLC
$0 - $200,000: 1.25% $200,000+: 2.0% (generally for larger accounts, negotiable) $0+: 1.0%-2.0% negotiable based on portfolio size
20% performance-based fee combined with 1.0%-1.5% AUM fee for accredited investors in equity long only and hedged portfolios, fees negotiable
Financial planning subscription $4,200-$15,000 annually, billed monthly
Fee-only: Financial planning subscription fees $4,200-$15,000 annually, billed monthly, negotiable based on client income, assets, and complexity
5 West Mill Street, 5
Medfield, MA 02052
Connecticut · Massachusetts · New Hampshire
Beck Bode Wealth Management, Llc
2016 - 2017 (1 year)
Silver Pine Capital, LLC
2010 - Present (16 years)
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