Silverlight Asset Management

Silverlight Asset Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 4 employees and 49 individual clients, 25 of them high net worth.
• Its average account is about $544,000 (assets it manages divided by its 117 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Silverlight Asset Management fees

Silverlight Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Michael Cannivet

  CFA

Other fee-only firms in Newport Beach

• Sound Investment Management, LLC
• Spearhead Advisors
• Spectrum Asset Management
• Tate Capital Group
• Tidecrest Wealth Management
• Treussard Capital Management
• Triad Investment Management
• Twenty-Five Capital Partners

Fee-only advisors in California