Svb Wealth
Assets Under Management
$5.0B
Number of Clients
1,451
Number of Advisors
78
Average Client AUM
$3.4M
AUM per Advisor
$63.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SVB Wealth LLC offers wealth management, wrap fee programs (existing clients only), financial planning, and retirement services. Services include portfolio management, access to third-party investment managers, performance reporting, and financial planning. Investment offerings include equities, fixed-income, mutual funds, ETFs, private funds, and derivatives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Although SVBW does not have any stated account minimums, Accounts with a portfolio value of $1,000,000 or less can pay effective fees greater than (or equal to) 1.25%.
Fee Estimator
Wealth Management Services fees are based on a percentage of assets managed. For accounts with a portfolio value of $1,000,000 or less, effective fees may be greater than or equal to 1.25%. In limited circumstances, a fixed annual dollar fee may be negotiated. Clients are responsible for brokerage commissions, transaction fees, custodial fees, and other related trading costs. Third-Party Manager fees range from 0.25% - 1.00% per annum, in addition to SVBW's fee. The Retirement Plan Advisory Fee is a negotiated rate, either a fixed dollar fee and/or an asset-based fee not to exceed 0.50%. Financial Planning Fees are typically billed either as a fixed dollar or asset-based fee, or a combination thereof, as negotiated with the client.
Areas of Practice
Location
53 State Street, 28th Floor, Boston, MA, 02109