Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
1,930 clients
Average Client Portfolio
$169K average
Assets Under Management
$326.6M

Fee Structure

Investment management fees range from 0.0% to 2.00% annually, based on the complexity of services, level of assets, and overall relationship. Fees are negotiable. Clients may also pay advisory fees to Independent Managers, with the total fee not exceeding 3% annually. For selection of other advisors through a solicitor arrangement, Silver Grove shares in the advisory fee paid by the client directly to the third-party money manager. Financial planning fees may be higher if an estate planning or tax preparation package is needed.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

115 Broadway, 5th Floor, New York, NY, 10006

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jakub buys and sells used items on eBay as the owner of Imagoansa. This non-investment related activity takes minimal time.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2025 - Present · 5 mos
Previous Registrations
Compound Planning, INC.
November 2024 - August 2025 · 9 mos
Texas Capital Bank Private Wealth Advisors
June 2022 - September 2024 · 2 yrs 3 mos
Fisher Investments
July 2013 - February 2022 · 8 yrs 7 mos
Chase Investment Services CORP.
May 2010 - September 2011 · 1 yr 4 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.