Silveroak Wealth Management LLC's Form ADV discloses 1.25% on the first $500,000, 1.00% on the next $500,000, 0.75% on the next $2 million, 0.50% on the next $2 million, 0.35% on the next $5 million, and negotiable rates above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #110532), Silveroak Wealth Management LLC is subject to fiduciary duty under federal law.
Silveroak Wealth Management LLC is headquartered in EDINA, MN.
Silveroak Wealth Management LLC serves 328 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, Silveroak Wealth Management LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Silveroak Wealth Management LLC manages $2.0 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, Silveroak Wealth Management LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓