Silverlake Wealth Management LLC

Wealth Management Firm in Randolph, VT

Firm Info
Address: 33 Blair Park Rd STE 100, Williston, VT 05495, USA
Phone: (802) 857-5083

Firm Size
Assets Under Management: $448 million
# of Advisors: 7
# of Clients: 1,292
Client to Advisor Ratio: 185:1
Average Account Size: $346,732
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Silverlake Wealth Management LLC Overview

Silverlake Wealth Management LLC is an investment advisory firm located in Williston, Vermont. This firm has been providing investment advice to its clients since its establishment in 2015. As a registered investment advisory firm, Silverlake Wealth Management LLC exclusively offers investment advice without any conflict of interest. The firm charges its clients through a fee-only arrangement, ensuring that their advisors prioritize their clients' interests above anything else. Silverlake Wealth Management LLC provides a wide range of services to meet their clients' needs. These services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, and selection of other advisors. The firm's financial planning services aim to help clients set and achieve financial goals by developing a comprehensive financial plan tailored to their unique circumstances. The investment firm offers portfolio management services to help clients manage their assets and investments effectively. Whether clients are managing money for themselves or their business, Silverlake Wealth Management LLC provides pension consulting services to help them make informed decisions to ensure the financial health of their retirement plan. Lastly, the firm offers selection services for other investment advisors in different financial fields, ensuring that clients can get the best advice for their specific needs. Silverlake Wealth Management LLC focuses on providing investment advice that aims to help its clients achieve their financial goals.

SilverLake Wealth Management LLC is a versatile financial firm that caters to a diverse set of clients. The firm serves all types of individuals and high net-worth individuals who seek comprehensive financial planning, investment management, and wealth preservation services. Additionally, the firm's expertise also extends to handling pension or profit-sharing plans, charitable organizations, and other forms of corporations. SilverLake Wealth Management LLC prides itself on providing customized and personalized services tailored to the unique needs of each client. When it comes to fee structures, SilverLake Wealth Management LLC offers flexible payment options, depending on the services required by the client. The most common fee structure is a percentage of assets under management (AUM), which is a commission-based fee charged for managing and maintaining a client's investment portfolio. The firm also offers hourly charging for clients who need specific financial planning services. Finally, fixed fees are the third fee structure availed for clients who opt for particular services with pre-determined charges established by SilverLake Wealth Management LLC. Additionally, the firm's fees are fully disclosed and transparent, allowing clients to obtain a clear understanding of the costs associated with their investments and services. SilverLake Wealth Management LLC is committed to providing quality services at fair and reasonable prices, ensuring a satisfactory experience for its clients.

Typical Clients, Fee Structures & Investment Minimum

According to SILVERLAKE WEALTH MANAGEMENT LLC's Part 2 Brochure, there is no specific mention of an investment minimum. Therefore, it is unclear what the firm's investment minimum is for potential clients.

How This Office Can Help Randolph, VT Residents

Silverlake Wealth Management LLC is an investment advisory firm that provides comprehensive wealth management services to clients in Randolph, VT. The firm assists clients in navigating complex financial situations by offering personalized guidance and advice tailored to meet each client's unique needs. For individuals living in Randolph, VT, Silverlake Wealth Management LLC can provide assistance with a wide range of financial issues, such as retirement planning, tax management, estate planning, and risk management. In Randolph, VT, many individuals may face financial challenges related to retirement planning. Silverlake Wealth Management LLC can help clients establish and manage retirement accounts that align with their individual goals and objectives, taking into consideration factors such as income, assets, and risk tolerance. The firm can also provide guidance on tax management strategies, which can be particularly important for individuals in Randolph, VT who may be subject to state and local taxes. By working with Silverlake Wealth Management LLC, clients in Randolph, VT can gain peace of mind knowing that their finances are being handled by experienced professionals who understand their unique needs and concerns.

To view the Minimum Investment and Fee Schedule for Silverlake Wealth Management LLC, visit their Part 2 Brochure.

Services Offered by Silverlake Wealth Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Silverlake Wealth Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 33 Blair Park Rd STE 100, Williston, VT 05495, USA
Phone (802) 857-5083
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 33 BLAIR PARK ROAD, SUITE 100, WILLISTON, VT 5495, United States

This firm has no other locations.

State Registrations

Silverlake Wealth Management LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Connecticut
  • Florida
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Texas
  • Vermont
  • Virginia

Disciplinary History

Silverlake Wealth Management LLC does not have any disclosures. Please visit it's Form ADV for more details.