How does the advisor help clients – Key Takeaways:
SilverBay Capital Management LLC serves as a trusted financial expert for individuals and institutions looking to achieve their financial goals. With a team of experienced professionals and a comprehensive range of services, SilverBay aims to guide and assist clients in managing their wealth effectively.
Facts and Insights:
As of December 2020, SilverBay Capital Management LLC has over $500 million in assets under management (AUM), demonstrating its strong experience in managing client assets. With a team of 15 financial advisors, the firm has a ratio of one advisor for every $33 million in AUM.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million+ | 15 |
Financial Services Offered:
SilverBay Capital Management LLC offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. Their team of advisors is equipped with the knowledge and expertise to provide customized financial solutions for each client’s unique needs.
Client Types:
The firm primarily caters to high-net-worth individuals, families, and institutions. They also offer services to individuals preparing for retirement and seeking to maximize their investment portfolio.
Fees & Compensation:
SilverBay Capital Management LLC follows a fee-only model, where they charge a percentage of assets under management as their advisory fee. This aligns the firm’s incentives with the clients’ interests, as they only earn more when the client’s portfolio performs well.
Background:
SilverBay Capital Management LLC was founded in 2010 by a team of financial experts with years of experience in the industry. They operate as an independent firm, allowing them to provide unbiased financial advice and recommendations to clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SilverBay Capital Management LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This standard of care sets them apart from broker-dealers who operate under a suitability standard, which only requires them to recommend products that are suitable for their clients.
SilverBay Capital Management LLC also has no disclosures on its record, indicating a clean disciplinary history and a commitment to ethical and professional conduct.
In summary, SilverBay Capital Management LLC offers a wealth of experience, a team of knowledgeable advisors, and a comprehensive range of financial services to help clients achieve their financial goals. Their fee-only model and fiduciary duty serve as a testament to their commitment to always act in the best interests of their clients. Contact SilverBay today to learn more about how they can help you secure your financial future.