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Silvercrest Asset Management Group Minimum Investment (2026): What It Takes to Open an Account

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Updated September 28, 2026. Quick answer: There is no published minimum. Silvercrest Asset Management Group’s own Form ADV Part 2A brochure never states a minimum account size, a minimum investment amount, or a minimum annual fee anywhere in the document.

The minimum, in the firm’s own words

Silvercrest Asset Management Group’s own Form ADV Part 2A brochure never states a minimum account size, a minimum investment amount, or a minimum annual fee anywhere in the document, after a full end-to-end read of the filing.

Minimum investment and what it would cost

ProgramMinimum investmentAnnual fee at that minimumWaivable?
the ProgramNot stated anywhere in the brochureVaries with account sizeN/A (no minimum is disclosed to waive)
Source: Silvercrest Asset Management Group LLC Form ADV Part 2 Brochure, March 2026

Silvercrest Asset Management Group’s own fee schedule at other balances

Account balanceAnnual fee
$250,000$2,500
$500,000$5,000
$1,000,000$10,000
$2,000,000$20,000

What a larger account would cost

The minimum is only the entry point. On a $500,000 account, Silvercrest Asset Management Group’s own published fee schedule runs $5,000 a year; see the full dollar breakdown from Silvercrest Asset Management Group’s own fee disclosure across several account sizes. Read our full review of Silvercrest Asset Management Group before you decide.

Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.

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Sources

Methodology. This page was built September 28, 2026, quoting directly from Silvercrest Asset Management Group’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.

How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.