Guides › Financial Advisor Fees
Updated September 27, 2026. Quick answer: Silvercrest Asset Management Group discloses a tiered schedule starting at 1% in its Silvercrest Asset Management Group LLC Form ADV Part 2 Brochure (March 2026). Converted to dollars, that runs $5,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Silvercrest Asset Management Group LLC Form ADV Part 2 Brochure (March 2026): “Silvercrest’s Basic Annual Fee Schedule for management of individual clients’ assets in separately managed accounts is as follows: For managed balanced portfolios: 1% on the first $10 million; .60% on the balance. For managed fixed income only portfolios: .40% on the first $10 million; .30% on the balance. For managed cash only portfolios: .20%. For the Silvercrest Municipal Value strategy: .65%. Fees are negotiable for larger amounts and under special circumstances.”
Note: Silvercrest’s brochure publishes separate fee schedules by portfolio type (balanced, fixed income only, cash only, and its Municipal Value strategy); this page cites the balanced-portfolio schedule, its standard schedule for a general individual client.
- Managed balanced portfolios: first $10 million: 1%
- Managed balanced portfolios: balance: 0.60%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $2,500 | 1.00% |
| $500,000 | $5,000 | 1.00% |
| $1,000,000 | $10,000 | 1.00% |
| $2,000,000 | $20,000 | 1.00% |
Silvercrest’s balanced-portfolio schedule charges 1% on the first $10 million and 0.60% on the balance; since all four balances shown are below $10 million, each falls entirely within the first bracket: 250,000 x 0.01 = $2,500; 500,000 x 0.01 = $5,000; 1,000,000 x 0.01 = $10,000; 2,000,000 x 0.01 = $20,000.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Silvercrest Asset Management Group’s own published rate runs $5,000 a year.
Comparing Silvercrest Asset Management Group against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Silvercrest Asset Management Group LLC Form ADV Part 2 Brochure (March 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1038591
- SEC Investment Adviser Public Disclosure, Silvercrest Asset Management Group LLC (CRD #118333): https://adviserinfo.sec.gov/firm/summary/118333
- Silvercrest Asset Management Group LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/118333/PDF/118333.pdf
Methodology. This page was built September 27, 2026, drawing on Silvercrest Asset Management Group’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Weighing whether to move ahead? Read the full Silvercrest Asset Management Group review.
Is Silvercrest Asset Management Group a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Silvercrest Asset Management Group’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Silvercrest Asset Management Group against other options? See Silvercrest Asset Management Group alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.