How does the advisor help clients – Key Takeaways:
Silva Fiduciary Advisors is a leading financial advisory firm that offers personalized and comprehensive financial planning services to individuals, families, and businesses. Their team of experienced advisors have a deep understanding of the complexities of the financial world and are committed to helping their clients achieve their financial goals.
Facts and Insights
At Silva Fiduciary Advisors, their focus is on building long-term relationships with their clients, which is reflected in their high client retention rates. They believe in transparent and open communication with their clients, and work closely with them to understand their unique financial needs and objectives.
Their team of experts stay updated on the latest market trends and changes in the financial landscape, in order to provide their clients with the most relevant and effective financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Silva Fiduciary Advisors offers a wide range of financial services to help their clients achieve financial success. Some of the services they offer include investment management, retirement planning, tax planning, estate planning, and insurance planning.
Client Types
Silva Fiduciary Advisors serves a diverse client base, including individuals, families, small businesses, and corporate clients. Their advisors have the expertise and experience to cater to the unique needs of each client and provide them with customized financial solutions.
Fees & Compensation
Silva Fiduciary Advisors follows a fee-based compensation structure for their services, which means they charge a percentage of the assets under management as their fee. This ensures that their interests are aligned with their clients’ success.
Background
Silva Fiduciary Advisors was founded by John Silva, who has over 20 years of experience in the financial industry. He is a Certified Financial PlannerTM professional and holds a Masters degree in Finance. The firm has grown over the years and has earned a strong reputation for their exceptional financial services and client satisfaction.
Financial Advisor Disclosures to Know
Silva Fiduciary Advisors values transparency and integrity, and as such, they make all necessary regulatory disclosures available to their clients. This includes any conflicts of interest, fees and compensation, and any disciplinary actions taken against the firm or its advisors.