Stewardship of Your Resources
At Silvis Financial ®, asset management is more than simply choosing investments and chasing returns. We view it as stewardship of resources that our clients have been blessed with to carry out the work that they’ve been called to do.
As a fiduciary, your interests will come first as we create a customized portfolio that is in line with your financial goals, time horizon and risk tolerance. We will continue to monitor the accounts and update the investments as the unique circumstances of your life or business change
Putting You First
As an independent, fee only investment firm we’re able to survey the investment landscape and select the investment or insurance products that are the best fit for your situation. Period. No sales incentives, no kickbacks, no commissions. We don’t have any pressure to offer proprietary or in-house products.
Any investment strategy will have fees associated with it. We’ll make sure those fees are disclosed and understood before any investments are made. The fees that are earned by Silvis Financial ® for managing your investments are listed below.
Investment Management Pricing
*No asset minimums
| Assets Under Management
|
Annual Advisory Fee
|
|---|---|
|
$0 - $499,999
|
1.00%
|
| $500,000 - $999,999
|
0.80%
|
| $1,000,000 - $1,999,999
|
0.65%
|
| $2,000,000 - $3,499,999
|
0.50%
|
| $3,500,000 – And Up
|
0.35%
|
What's Included
- Determining your risk tolerance
- Creating an investment policy statement
- Constructing a customized portfolio
- Investment due diligence
- Portfolio rebalancing
- Tax loss harvesting
Third Party Investment Manager Fees
- Silvis Financial ® does occasionally engage third-party investment managers to manage client portfolios. Additional fees may apply.
- If any third-party investment manager fees apply, they will be disclosed prior to investment.