Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Silvercrest Asset Management Group is registered with the SEC as an investment adviser (CRD #118333, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $5,000 a year under its published fee schedule. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Silvercrest Asset Management Group at a glance
| Fact | What Silvercrest Asset Management Group’s own pages say |
|---|---|
| Legal entity | Silvercrest Asset Management Group LLC |
| Registration | Silvercrest Asset Management Group LLC is registered with the SEC as an investment adviser (CRD #118333, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $5,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Silvercrest Asset Management Group |
| Cost to leave (exit fee) | No how-to-leave page published for this firm yet |
What Silvercrest Asset Management Group’s own fee schedule charges
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.
“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.”
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.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $20,000 |
See the full breakdown, including how the figure is calculated, on Silvercrest Asset Management Group’s own fee page.
Registration
Silvercrest Asset Management Group LLC is registered with the SEC as an investment adviser (CRD #118333, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Silvercrest Asset Management Group.
What it costs to leave
Silvercrest Asset Management Group does not yet have a dedicated exit-fee page on this site. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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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 IAPD firm summary (CRD #118333, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/118333
Methodology. This page was built September 28, 2026, drawing directly on Silvercrest Asset Management Group’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Silvercrest Asset Management Group; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm 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 Silvercrest Asset Management Group’s own Form ADV Part 2A and Form CRS. We have not used Silvercrest Asset Management Group as a client. Silvercrest Asset Management Group did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.