Siligmueller & Norvid Wealth Advisors LLC
Assets Under Management
$299.2M
Number of Clients
105
Number of Advisors
N/A
Average Client AUM
$2.8M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Siligmueller & Norvid Wealth Advisors LLC (SNWA) provides financial planning and investment advisory services, taking a comprehensive approach to clients' financial needs. They develop client-specific investment plans based on financial goals and circumstances, using a strategic asset allocation strategy. SNWA manages investments on a discretionary basis and provides quarterly reports.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Different fees are charged to clients whose accounts were established before the current rates became effective.
Fee Estimator
You'll pay a quarterly fee based on the market value of your assets under management. This works out to 0.75% annually on the first $1,000,000, decreasing to 0.40% annually on holdings over $5,000,000. Client assets in multiple accounts are aggregated to reduce the fee. Different fees may be charged to clients whose accounts were established before the current rates. The minimum account size is generally $1,000,000. Transaction fees may be charged by the custodian. Financial planning services are only provided to clients who also utilize investment advisor services.
Areas of Practice
Location
586 Duane St., Suite 202, Glen Ellyn, IL, 60137