Overview

Total Firm Assets
$325 million
Average High-Net-Worth Client Portfolio Size
$0.9 million

Fee Disclosure

Source: SILVER LAKE ADVISORY PARTNERS, LLC FIRM BROCHURE (2026-01-29) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 1.00%
$5,000,001 and above 0.80%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $50,000 1.00%
$10 million $90,000 0.90%
$50 million $410,000 0.82%
$100 million $810,000 0.81%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
25.34%
Number of High-Net-Worth Clients
90
Total Client Accounts
159
Discretionary Accounts
159

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
107625
  • SILVER LAKE ADVISORY PARTNERS, LLC FIRM BROCHURE (2026-01-29) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions