Overview
- Headquarters
- Boston, MA
- Total Firm Assets
- $3.1 billion
- Average High-Net-Worth Client Portfolio Size
- $4.2 million
Fee Disclosure
Source: SVB WEALTH LLC (2026-03-31)
· View brochure text
Latest filing: SVB WEALTH LLC WRAP BROCHURE (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $2,500,000 | 1.15% |
| $2,500,001 | $10,000,000 | 0.90% |
| $10,000,001 | and above | 0.70% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $52,250 | 1.04% |
| $10 million | $97,250 | 0.97% |
| $50 million | $377,250 | 0.75% |
| $100 million | $727,250 | 0.73% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 72.30%
- Number of High-Net-Worth Clients
- 530
- Total Client Accounts
- 2,623
- Discretionary Accounts
- 2,552
- Non-Discretionary Accounts
- 71
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 172832
- SVB WEALTH LLC (2026-03-31) (fee schedule source) · View brochure text
- SVB WEALTH LLC WRAP BROCHURE (2026-03-31) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗