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Updated September 28, 2026. Quick answer: SVB Wealth discloses a tiered schedule starting at 1.25% in its Form ADV Part 2A (March 30, 2026). Converted to dollars, that runs $6,250 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 Form ADV Part 2A (March 30, 2026): “Fee Schedules Account Value Annualized Fee First $1,000,000 1.25% Next $1,500,000 1.15% Next $7,500,000 0.90% Over $10,000,000 0.70%”
Note: CRD 172832 was confirmed ACTIVE and SEC registered through a live SEC IAPD lookup on September 28, 2026. The registrant is SVB Wealth LLC of Boston, Massachusetts, which the SEC record also lists under the names First Citizens Wealth, SVB Private and Boston Private. The firm reports about $3.10 billion in regulatory assets under management. The priced schedule is the Wealth Management Services fee, and the brochure lists individuals, IRAs and trusts among its clients.
- $0-$1,000,000: 1.25%
- $1,000,000-$2,500,000: 1.15%
- $2,500,000-$10,000,000: 0.90%
- $10,000,000 and above: 0.70%
The priced schedule is the Wealth Management Services fee, which the brochure says represents the maximum standard annual rate. Fees of any third-party manager the client is placed with are separate from and in addition to this fee, and the brochure puts them at roughly 0.25% to 1.00% per year. Brokerage commissions, custodian fees, fund-level expenses and similar third-party charges are also additional. The firm’s Betterment wrap program, an all-inclusive 0.40% fee, is closed to new clients and is not priced here.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,125 | 1.25% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $12,500 | 1.25% |
| $2,000,000 | $24,000 | 1.20% |
The brochure lists the schedule as “First”, “Next” and “Over” bands, so each balance is priced marginally, with each band’s rate applied only to the dollars inside it. That gives 1.25% on the first $1,000,000 and 1.15% on the next $1,000,000 in the $2,000,000 case. The brochure discloses no stated account minimum and no minimum annual dollar fee, so no floor applies. It says the fee schedule represents the maximum standard annual rate and that the fee may be negotiated, so the figures are ceilings rather than typical charges.
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, SVB Wealth’s own published rate runs $6,250 a year.
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- Form ADV Part 2A (March 30, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1039526
- SEC Investment Adviser Public Disclosure, SVB Wealth LLC (CRD #172832): https://adviserinfo.sec.gov/firm/summary/172832
- SVB Wealth LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/172832/PDF/172832.pdf
Methodology. This page was built September 28, 2026, drawing on SVB Wealth’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm before publication 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.
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