Advisor at Silverlake 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
Silverlake Wealth Management LLC
Location
Williston, VT 05495
Credentials
Series 63, Series 65
Industry experience
22 years
Fixed fees for financial planning services, negotiable depending on nature and complexity of client circumstances
0.50% to 1.50% annually (fee varies depending on size and complexity of client relationship)
Certain advisory persons receive commissions from securities transactions and insurance product sales in their separate capacity as registered representatives or insurance agents, but SilverLake itself does not receive commissions.
Up to $300 per hour for financial planning services
Account minimum: SilverLake generally does not impose a minimum size for establishing a relationship. Fee-only: Investment advisory fees ranging from 0.50% to 1.50% annually; financial planning fees charged hourly up to $300/hour or fixed fee basis; retirement plan advisory fees up to 1.50% annually
Silverlake Wealth Management Llc
2025 - Present (1 year)
Catamount Asset Management Llc
2011 - 2025 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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