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Silverlake Wealth Management LLC

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Total assets under management

$572,662,800

More info

Total clients

688

25% high-net worth

Total advisors

9

of 12 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

76

Average account size

$832,359

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning services, negotiable depending on nature and complexity of client circumstances

Percentage

0.50% to 1.50% annually (fee varies depending on size and complexity of client relationship)

Commissions

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.

Project-based

Up to $300 per hour for financial planning services

Other

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

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Silverlake Wealth Management LLC

33 Blair Park Road, Suite 100

Williston VT 05495, United States

Number of offices

3

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (802) 857-5083

Advisors at this firm

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Richard B

Series 63, Series 65

Williston, VT

Silverlake Wealth Management LLC
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Gregory S

Series 63, Series 65

Huntington, NY

Silverlake Wealth Management LLC
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Ryan B

CFP®, Series 66

Williston, VT

Silverlake Wealth Management LLC
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Hans S

Series 65

Williston, VT

Silverlake Wealth Management LLC
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Johnhenry H

Series 63, Series 65

Williston, VT

Silverlake Wealth Management LLC
user avatar

Jeffrey S

Series 63, Series 65

Williston, VT

Silverlake Wealth Management LLC
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Thomas G

CFP®, Series 63, Series 65

Williston, VT

Silverlake Wealth Management LLC
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Derek E

Series 66

Williston, VT

Silverlake Wealth Management LLC
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Patrick T

Series 63, Series 65

Williston, VT

Silverlake Wealth Management LLC
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Theodore R

Series 63, Series 65

Williston, VT

Silverlake Wealth Management LLC
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Robert E

Series 63, Series 65

Williston, VT

Silverlake Wealth Management LLC
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