Silver Grove Advisory Services
Assets Under Management
$326.6M
Number of Clients
1,930
Number of Advisors
16
Average Client AUM
$169K
AUM per Advisor
$20.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Silver Grove Advisory Services offers investment advisory services to individuals, high net worth individuals, trusts, estates and other businesses. They provide customized investment advisory solutions through personal client contact and discretionary investment management. They also offer financial planning services, including retirement plan consulting. They may recommend independent managers and estate planning services.
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
Location
400 Sterling Drive, Orchard Park, NY, 14127