Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SVB Asset Management charges a management fee based on the value of assets under management, not exceeding 0.25% annually. Fees are calculated monthly on the average balance, excluding cash and money market mutual funds. Minimum monthly fees may apply. Fees are negotiable and may vary based on factors like market conditions and client relationships. SVB Asset Management receives compensation from third-party fund distributors for client investments in money market funds.
Areas of Practice
Advisor Information
Office location
222 2nd Street, San Francisco, CA, 94105
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nanci owns a rental property, requiring minimal time each month. She also serves as President and board member of Young Women in Finance, a non-profit organization, dedicating minimal time to educating and mentoring young women in finance.